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

IBKR Flex + TWS native Audited AI harness Regulator-ready archive

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

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.

Portfolio review in minutes

Concentration, drift, and risk across the book — without exporting to spreadsheets.

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.

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.

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

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
# book-desk
You 9:12 AM

@wealthr what's on my plate today?

Wealthr 9:12 AM

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.

You 9:14 AM

@wealthr NVDA exposure across the book?

Wealthr 9:14 AM

Aggregated NVDA: 4.2% of firm NAV across 89 accounts. 12 accounts >5% single-name. Grounded in holdings_realtime + account_summaries.

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.

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.

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