Wealth AIOS.
Fragmented data, unified intelligence.
Office or field, the same system. Reclaim 10 hours a week, every week. That's 520+ hours a year spent on relationships and conviction, not screens.
A note from Brett.
I'm Brett Alegre-Wood, founder of Anaboo AI. I've spent three decades building businesses. The last three years, I've spent building the AI Operating System (AIOS) that now runs them.
Wealth AIOS is what an AI Operating System looks like for your world, Asset Managers, External Asset Managers, Wealth Managers, Single Family Offices, Multi-Family Offices. Built MAS-first. Built so it works on your phone as well as your six monitors.
“AI is 80% business process re-engineering, the same work we've been doing for 20 years. The 20% is the magic.”
Surrounded by data. Starved of time.
You have the terminals. Bloomberg. Reuters. FactSet. Interactive Brokers. Addepar or a spreadsheet. Three custodian portals. Seven WhatsApp groups.
You have the intelligence. What you don't have is one layer that ties it together, in the field, at 06:30 before the open, so you can spend your day on clients and conviction, not copy-paste. That's Wealth AIOS.
Addepar is where your numbers live. Wealth AIOS is where your day happens.
Eight from a practitioner. Two for MAS.
Eight came directly from a practitioner who runs Bloomberg, Reuters and Interactive Brokers every day. Two fill the gaps MAS requires.
Pre-market Macro Agent
Sleeps through US close. Wakes the PM up caught up.
YouTube macro shows + X + Fed/ECB/MAS calendars + overnight price action → one page on your phone at 07:00 SGT.
Social Signal Agent
Reads Reddit, X, LinkedIn so you don't have to.
Curated subreddits + X lists + LinkedIn clusters. Emerging narratives, sentiment, ticker mentions. Twice daily.
Mega-Cap Weekly Tracker
What mattered. What's structurally changing.
10 mega-caps, three headers each: developments, moats, disruption. Not ratios, the qualitative narrative.
Daily Long/Short Screen
Two ranked shortlists before the open.
Top 20 longs (tech + fundamentals). Top 20 shorts (technical, with scraped bear thesis from Citrini / Hindenburg / Muddy Waters).
Move-to-Meaning Event Agent
Stock moved 8%. Here's why. Here's your framework.
Watchlist name moves >2σ. Agent pulls news, earnings, prediction markets. 3-bullet rationale + decision framework.
Megatrend Radar
The 10 big arcs. Who's exposed. Where it correlates.
AI infra, GLP-1s, nuclear, defence, private credit, stablecoins... listed + private players, correlation heat-map.
Macro-Event Probability Agent
Fed cuts 50bp, probability + sector sensitivities.
Polymarket + Kalshi odds on 15–25 tracked events. Sector sensitivity tables. Alerts on probability shifts.
Alts-Doc Pipeline
The email folder fills. The database stays current.
Capital calls, K-1s, quarterlies auto-extracted, classified, reconciled. Anomalies flagged. 30-day cash forecast.
Client Comms Drafter
One idea → IC memo + client letter + WhatsApp.
Drafts three versions in your CIO voice. Every one watermarked “DRAFT, FOR REVIEW.” You approve, it sends.
Compliance Co-Pilot (MAS)
Part-time compliance officer, infinite capacity.
Scans outgoing docs. KYC calendar. CRS/FATCA pre-fill. MAS returns drafted. Veritas-ready AI register.
Reclaimed per person: 10 hours a week, every week, 520+ hrs/year.
Beyond the 10, your whole business on AIOS.
The 10 skills above are wealth-specific. AIOS is an AI Operating System for your whole business, another 16 skills come bundled, plus custom development for whatever is unique to your firm.
Marketing & Content
- Blog writer
- SEO writer
- Social media poster (LinkedIn + X)
- Email campaign writer
Sales & Proposals
- Proposal writer
- Follow-up emailer
- Lead qualifier
Client Service
- Ticket responder
- Complaint handler (MAS-aware)
- FAQ updater
Admin & Reporting
- Meeting scheduler
- Daily briefing
- Report compiler
- CRM updater
Finance
- Invoice generator
- Expense tracker
“You don't adapt your business to the software. We adapt the system to your business.”
Find your persona. See where your day changes.
Asset Manager
Institutional PM, boutique or mid-size firm
- 06:30Wake, scan overnight, 5 tabs
- 09:00SGX open. Interrupted each name move
- 11:00Earnings call, notes manually
- 17:00Compile weekly Mag10 update
- 23:00Still writing client notes
- 06:30Pre-market brief on phone (Skill 1)
- 09:00Move-to-Meaning pings >2σ moves (Skill 5)
- 11:00Transcript + sentiment auto-flow
- 17:00Mag10 auto-queues, 5 min review (Skill 3)
- 23:00Draft in your voice, DRAFT, ready (Skill 9)
~2 hours/day, 10+ hours a week. You don't go to bed behind.
External Asset Manager
Boutique, client-facing, multi-custodian
- 08:303 custodian portals, 40 clients
- 09:30Client meeting, 3 alts unknown
- 14:004 capital calls, 2 K-1s, quarterly
- 15:30Draft 12 client WhatsApps
- 18:30Compliance log, re-KYC, CRS
- 08:30Consolidated view, one screen
- 09:30Pre-briefed on phone walking in
- 14:00Pipeline extracted, anomaly flagged (Skill 8)
- 15:3012 drafts in voice, 20 min (Skill 9)
- 18:30Flags + CRS pre-filled, 5 min (Skill 10)
~2 hours/day, 10+ hours a week. Your weekends come back.
Wealth Manager
Advisor at private bank or independent
- 08:30Prep 3 client meetings from CRM
- 09:303 meetings, mountain of follow-ups
- 14:00Proposals, follow-ups, emails
- 16:00KYC, compliance, suitability
- 08:30Briefs pre-drafted on mobile (Skill 1)
- 09:30Better prepared. No-one forgotten
- 14:00Follow-ups drafting in background (Skill 9)
- 16:00Compliance queue shows what's due (Skill 10)
~2 hours/day, 10 hours a week. Every client feels remembered.
Single Family Office
CIO or principal's advisor
- 07:004 custodians + direct + RE + cash
- 08:30Principal asks, search 6 sources
- 13:00Ops hell: 7 calls, K-1s, quarterly
- 16:00Quarterly narrative manually
- 07:00Consolidated view, one screen
- 08:303 structures pre-briefed (Skills 1, 6)
- 13:00Wire queue + anomaly review only (Skill 8)
- 16:00Narrative drafted in principal's style (Skill 9)
~2 hours/day, 10+ hours a week. The principal's questions are answered before they're asked.
Multi-Family Office
Team serving multiple principals
- 07:00Positions across 5 families
- 09:00Client queries manually
- 13:00Ops × 5 families, 3 ops staff
- 16:00Quarterly × 3 days per family
- 07:00Consolidated per-family, variances flagged
- 09:00Queries auto-drafted per family (Skill 9)
- 13:001 ops = old team of 3 (Skill 8)
- 16:00Reports draft themselves, board-ready (Skill 9)
10+ hours a week per person, compounded across the team. One MFO team = 40% more families, no new staff.
Compliance isn't bolted on. It's the spine of the product.
DRAFT watermark on every output
No client-destined letter, email, WhatsApp or proposal leaves the system without human sign-off by a licensed representative. Structural, not optional.
Veritas-ready AI use-case register
Per-firm, per-skill, exportable for MAS inspection. Meets materiality-classification in P017-2025 (effective 2026).
Full audit trail
Who prompted. What data. What model. What output. Who signed off. Retained for the MAS-required minimum.
Model and prompt versioning
If an output is ever questioned, we reproduce exactly what model and exactly what prompt created it. “Why did the AI say that?” has a real answer.
Vendor due-diligence pack
SOC 2 equivalent. Model cards. Data flow. Incident policy. Onboard AIOS under MAS outsourcing in a day, not months.
Data residency, Singapore option
Where data must not leave Singapore, AIOS offers in-country deployment with zero-retention API configurations.
If your Head of Compliance takes one look and says “no way, ” we've built the wrong product. AIOS is engineered so the answer is “show me the audit log”, and then “fine, we can work with this.”
Transparent phasing. What ships when.
- →Skills 1, 2, 3, 9, 10
- →Public data only: YouTube, X, Reddit, news APIs
- →SMTP + WhatsApp Business
- →Zero custody plumbing
- →Live on your workflow in 90 days
- →Skills 4, 5, 7
- →Polygon.io market data
- →Interactive Brokers APIs
- →Polymarket + Kalshi feeds
- →MAS-filing draft generation
- →Skills 6, 8 + custody
- →Two anchor custodian integrations
- →DBS / SCB / UBS / Julius Baer / BOS / CS
- →PitchBook / Crunchbase for private markets
Six-figure annual, gated. Not in v1. You keep your terminal.
Same.
Out of scope for this segment.
v2 only, per custodian.
Reclaim the 10 hours a week.
Free 60-minute audit. We'll map a day in your seat, find where the copy-paste lives, and show you exactly what Wealth AIOS would take off your plate.