Corpus
Every client portfolio reviewed, every week, by the advisor's agent.
- Consolidation
- Goal planning
- Risk profiles
- Drift alerts
- Research
- Client reports
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.
- 1Consolidate pulls holdings from statements, custodians and CAS files.
- 2Goals keeps goals, risk profile and constraints per client.
- 3Monitor flags drift, concentration and goal shortfalls.
- 4Research summarises funds, filings and news with sources.
- 5Advisor approves every recommendation is reviewed by a licensed advisor.
- 6Report personal client reviews and compliance records.
Includes
- Consolidation
- Goal planning
- Risk profiles
- Drift alerts
- Research
- Client reports
- Compliance
- API and MCP