Portfolio review in minutes
Concentration, drift, and risk across the book — without exporting to spreadsheets.
AI-native wealth desk for IBKR RIAs
Don't search the book.
Ask Wealthr.
Morning briefs, risk alerts, portfolio answers, and research — grounded in your live IBKR data. In the app or @wealthr in Slack.
Trusted by IBKR-native advisory teams
For RIAs who want the book to answer back — so the desk scales without stealing client time.
130+
Accounts on live book
Human-gated
High-risk AI paths
T-1 + live
Flex Query + TWS sync
7-year
Immutable audit trail
Product
RIA workflows automated end to end.
The most valuable part isn't one feature. It's connecting them into repeatable, firm-wide workflows that your team can run consistently.
Create tear sheets on demand
Client-ready summaries grounded in live holdings, performance, and IPS context.
Build & propose optimized portfolios
Draft allocation changes and basket proposals through human approval gates.
Client communications that scale
SEC Rule 204-2–aware drafts, meeting notes, and archive — reasons captured on every send.
Also on the desk
Today & morning ops
Daily rhythm automated
Daily digest, overnight scan, proactive insights, and a prioritized work queue — generated before you sit down.
Ask anything on the book
Grounded, not generic
Natural-language questions route to grounded agents. Every answer cites CRM evidence — not vibes.
Risk & compliance
Human disposition required
Margin monitors, kill-switch proximity, concentration caps, and compliance sampling with human disposition required.
Research desks
Separate streams, one book
Equity, macro, options, prediction markets — separate streams, Slack-routed, fact-checked against live data.
Orders with discipline
Humans approve
Proposed baskets pass thesis / stop / invalidation gates. AI drafts and analyzes — humans approve.
Communications
Archive & audit trail
SEC Rule 204-2 books-and-records compliant email archive, meeting notes, AI draft assist — with reasons captured on every decision.
Why RIAs switch
From morning ritual to operating system
Morning spreadsheet ritual across disconnected tabs
Automated morning queue on /today
Generic AI chat with no book context
Grounded answers with cited CRM sources
Manual compliance sampling and ad-hoc notes
Audit-ready trail on every disposition
Slack-native
Your desk lives where you already work
Add @wealthr to your workspace. Ask about the book, triage alerts, or pull the morning brief — same orchestrator as the app.
- Open questions in channel or DM
- Morning digest and overnight scan pointers
- Risk dashboard posts when alert state changes
@wealthr what's on my plate today?
Morning brief is live. 3 critical margin flags, 6 judgment signals need re-score, Flex holdings fresh. Open /today for the full digest and work queue.
@wealthr NVDA exposure across the book?
Aggregated NVDA: 4.2% of firm NAV across 89 accounts. 12 accounts >5% single-name. Grounded in holdings_realtime + account_summaries.
How it works
Live in days, not quarters
No rip-and-replace. Connect IBKR, wire Slack, and run the morning workflow on your real book.
Connect IBKR
Flex Query for authoritative EOD + optional TWS for intraday positions.
Ask Wealthr
In the app or Slack — portfolio, risk, tax, and research agents on tap.
Review & decide
Every surface captures why you acted, dismissed, or approved.
Improve over time
Skill proposals from real outcomes — nothing auto-applies without you.
Governance
AI-native, not AI-loose
Built for RIAs who need answers fast and an audit trail that holds up.
Never trades or moves money
AI retrieves, drafts, flags, and escalates — humans approve.
Typed harness & contracts
High-risk paths run through review policies agents cannot bypass.
Full trace on every answer
Model, cost, sources, and run id — joinable across audit tables.
Fact-check judge
Insight cards stamped against live CRM evidence before you act on them.
Built for
IBKR-native RIAs
Especially firms in the $50M–$5B band who want institutional tooling without institutional overhead.
Small & mid RIAs
One platform replaces the morning spreadsheet ritual, disconnected CRM, and generic AI chat.
Solo PM + ops
Morning brief, risk triage, and client comms from one seat — with separation-of-duties when you need it.
Design partners
We're onboarding select IBKR firms with white-glove Flex setup and Slack install support.
Built by practitioners at Sampatti Financial — an IBKR-native RIA running the same morning workflow on the live book Wealthr was designed for.
Ready to Ask Wealthr?
Walk your book, Slack setup, and morning workflow on a live IBKR-connected environment.
Book a call