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Wealth

CorpusWealth management software for advisors

Every client portfolio reviewed, every week, by the advisor's agent.

Corpus is a wealth management workspace for advisors and family offices. It consolidates holdings, watches each portfolio against the client's goals, drafts rebalancing ideas and reviews, and keeps compliance records. Advice stays with your licensed team.

Built for Wealth advisors, mutual fund distributors, PMS and family offices.

Book a free demo → See how it works

IncludesConsolidationGoal planningRisk profilesDrift alertsResearchClient reports

Today

The way it runs now

Advisors pull statements into spreadsheets, build review decks by hand and keep client notes in their heads. Reviews happen once a year, if that.

With Corpus

3xmore clients per advisor
Weeklyreviews, not yearly
Minutesto a client-ready report

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Consolidate

    Pulls holdings from statements, custodians and CAS files.

  2. 02

    Goals

    Keeps goals, risk profile and constraints per client.

  3. 03

    Monitor

    Flags drift, concentration and goal shortfalls.

  4. 04

    Research

    Summarises funds, filings and news with sources.

  5. 05

    Advisor approves

    Every recommendation is reviewed by a licensed advisor.

    A person decides
  6. 06

    Report

    Personal client reviews and compliance records.

What you get

Everything your team needs, on day one.

  • Consolidated family portfolios
  • Goal and risk profiling
  • Drift and concentration alerts
  • Research with cited sources
  • Client review packs
  • Compliance notes and audit trail

Zero upfront cost

You pay when it works.

  1. Day 1Set up with your users, data and branding.
  2. Week 1Data imported and your other systems connected.
  3. Weeks 2-4Your team uses it on real work, free.
  4. Day 30Keep it and pay per active user, or walk away.
Book a free demo →

Questions

Straight answers.

Can it read CAS and custodian statements?

Yes. It consolidates holdings from CAS files, custodians and broker statements.

Is it suitable for family offices?

Yes. Portfolios roll up by family, entity and member, each with its own goals.

How is it priced?

Per active user, per month. People who don't log in that month cost nothing.

Can we use our own branding or front end?

Yes. Every tool has a ready app, a full API and an MCP server, and can run under your brand.

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Let’s talk

Put Corpus
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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