Topics
Help teams explore data without compromising privacy.
Help teams explore data without compromising privacy.
Published
5 min read
Topics:
Finance
Table of Contents
We're heading to Future Proof Festival, September 14-17, 2026, for the largest annual gathering of wealth management professionals in the United States, to introduce WealthIris, the newest capability built on Chata.ai’s technology.
How Disconnected Systems Impact Financial Advisor Productivity
Most advisory firms run 10 to 15 different systems to manage a single book of business. Advisors spend hours bouncing between systems, making sure they run a report, scanning calendar reminders. Portfolio management here, CRM there, reporting somewhere else. All of this to better serve clients, in an ecosystem undergoing an enormous transfer of wealth coupled with increasingly digital-native clients. Cerulli projects $84 trillion will change hands over the next couple of decades, and the firms that come out ahead are the ones who can answer a client's question on the spot instead of a few days later.
EY's 2024 research puts the administrative burden created by disconnected tools at roughly 40% of an advisor's time. Meanwhile, McKinsey projects a shortfall of 100,000 advisors by 2034, so every hour lost to system-hopping is an hour the industry can't afford to lose.
How WealthIris Helps Advisors Save Time
We know that the best way for your practice to keep growing is to have more time to focus on your clients, and to give proper attention to the new ones you land. WealthIris connects to your existing systems of record and lets you ask questions in natural language, then get answers pulled directly from your own data, saving you the pain of tedious report generation, reformatting, pivot tabling.
For firms that have grown through M&A and ended up running multiple platforms in parallel (think Black Diamond alongside Orion or Tamarac), WealthIris can bring those systems into a single view as opposed to jumping from system to system. Just toggle the system you're interacting with. And we can build composite alerts and dashboards across these systems, eliminating the need for multi-system reconciliation.
Today, WealthIris connects with Black Diamond, with future systems like CRM, other TAMPs, and crypto assets coming soon. And we can look at connecting to any other systems you may have.
Self-Service Analytics, by the numbers
Between June 2025 and August 2026, Chata.ai's technology has processed more than 800,000 queries against live data and fired over 1.7 million proactive alerts. Organizations using Chata.ai report saving roughly two hours per employee per day, time that goes straight back into conversations instead of report chasing.
Proactive AI Monitoring for Wealth Management
Answering questions is only half of it. WealthIris also watches your book continuously and notifies you, so you know about a problem before your client calls to ask about it.
Concentration risk. A position drifts past a threshold you've set, and you hear about it the day it happens, not at quarter-end.
Data gaps. Missing cost basis, stale prices, and unreconciled accounts get flagged before they land in a client report.
Account changes. Large flows, new accounts, and closures show up in your inbox as they happen, not after the fact.
How WealthIris works
Using WealthIris is meant to feel like asking a colleague, not filing a request.
You ask a question in natural language. Any question about a client, an account, or your entire book, phrased the way you'd actually say it.
WealthIris asks your systems directly. It queries Black Diamond, with other connected platforms coming soon, and turns the results into an answer, a dashboard, or an alert.
Your data answers. The number comes from your system of record. Nothing estimated, nothing inferred. Returned in seconds.
Why this matters for your practice
Every alert and every answer comes from your own systems of record, not from a model guessing at what your data might say. We ensure you can meet your fiduciary and compliance standards, where the source of an answer matters as much as the answer itself.
Security isn't an afterthought either. WealthIris is SOC 2 Type 2 and ISO 27001 certified, encrypts data at rest and in transit, and is built with SEC 17a-4 and FINRA 4370 recordkeeping requirements in mind. Access is read-only and fully logged, and nothing you connect is ever used to train an AI model.
Supporting Advisors During the Wealth Transfer
The advisor shortage and the coming wealth transfer are pulling in opposite directions. Fewer advisors are entering the industry just as more assets, and more digital-native clients, are arriving. Firms can't out-hire that gap, so the ones that come out ahead will be the ones who get more out of the advisors and the technology they already have. That's the case for WealthIris: not a new system to learn, but a faster way to get what your existing systems already know.
See WealthIris at Future Proof Festival
WealthIris is the first step toward a single, connected view of the entire advisor tech stack. We'll be at Future Proof Festival in Huntington Beach, CA all week and would love to connect. Reach out to set up a time to talk.
Topics
Help teams explore data without compromising privacy.
Published
5 min read
Topics:
Finance
Table of Contents
We're heading to Future Proof Festival, September 14-17, 2026, for the largest annual gathering of wealth management professionals in the United States, to introduce WealthIris, the newest capability built on Chata.ai’s technology.
How Disconnected Systems Impact Financial Advisor Productivity
Most advisory firms run 10 to 15 different systems to manage a single book of business. Advisors spend hours bouncing between systems, making sure they run a report, scanning calendar reminders. Portfolio management here, CRM there, reporting somewhere else. All of this to better serve clients, in an ecosystem undergoing an enormous transfer of wealth coupled with increasingly digital-native clients. Cerulli projects $84 trillion will change hands over the next couple of decades, and the firms that come out ahead are the ones who can answer a client's question on the spot instead of a few days later.
EY's 2024 research puts the administrative burden created by disconnected tools at roughly 40% of an advisor's time. Meanwhile, McKinsey projects a shortfall of 100,000 advisors by 2034, so every hour lost to system-hopping is an hour the industry can't afford to lose.
How WealthIris Helps Advisors Save Time
We know that the best way for your practice to keep growing is to have more time to focus on your clients, and to give proper attention to the new ones you land. WealthIris connects to your existing systems of record and lets you ask questions in natural language, then get answers pulled directly from your own data, saving you the pain of tedious report generation, reformatting, pivot tabling.
For firms that have grown through M&A and ended up running multiple platforms in parallel (think Black Diamond alongside Orion or Tamarac), WealthIris can bring those systems into a single view as opposed to jumping from system to system. Just toggle the system you're interacting with. And we can build composite alerts and dashboards across these systems, eliminating the need for multi-system reconciliation.
Today, WealthIris connects with Black Diamond, with future systems like CRM, other TAMPs, and crypto assets coming soon. And we can look at connecting to any other systems you may have.
Self-Service Analytics, by the numbers
Between June 2025 and August 2026, Chata.ai's technology has processed more than 800,000 queries against live data and fired over 1.7 million proactive alerts. Organizations using Chata.ai report saving roughly two hours per employee per day, time that goes straight back into conversations instead of report chasing.
Proactive AI Monitoring for Wealth Management
Answering questions is only half of it. WealthIris also watches your book continuously and notifies you, so you know about a problem before your client calls to ask about it.
Concentration risk. A position drifts past a threshold you've set, and you hear about it the day it happens, not at quarter-end.
Data gaps. Missing cost basis, stale prices, and unreconciled accounts get flagged before they land in a client report.
Account changes. Large flows, new accounts, and closures show up in your inbox as they happen, not after the fact.
How WealthIris works
Using WealthIris is meant to feel like asking a colleague, not filing a request.
You ask a question in natural language. Any question about a client, an account, or your entire book, phrased the way you'd actually say it.
WealthIris asks your systems directly. It queries Black Diamond, with other connected platforms coming soon, and turns the results into an answer, a dashboard, or an alert.
Your data answers. The number comes from your system of record. Nothing estimated, nothing inferred. Returned in seconds.
Why this matters for your practice
Every alert and every answer comes from your own systems of record, not from a model guessing at what your data might say. We ensure you can meet your fiduciary and compliance standards, where the source of an answer matters as much as the answer itself.
Security isn't an afterthought either. WealthIris is SOC 2 Type 2 and ISO 27001 certified, encrypts data at rest and in transit, and is built with SEC 17a-4 and FINRA 4370 recordkeeping requirements in mind. Access is read-only and fully logged, and nothing you connect is ever used to train an AI model.
Supporting Advisors During the Wealth Transfer
The advisor shortage and the coming wealth transfer are pulling in opposite directions. Fewer advisors are entering the industry just as more assets, and more digital-native clients, are arriving. Firms can't out-hire that gap, so the ones that come out ahead will be the ones who get more out of the advisors and the technology they already have. That's the case for WealthIris: not a new system to learn, but a faster way to get what your existing systems already know.
See WealthIris at Future Proof Festival
WealthIris is the first step toward a single, connected view of the entire advisor tech stack. We'll be at Future Proof Festival in Huntington Beach, CA all week and would love to connect. Reach out to set up a time to talk.
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