Product · Fintech
Synergy Private Wealth
The AI-Native Private Wealth Platform
- Built for
- Private Banks & Wealth Managers
- Modules
- 8
- Stack
- 4
- Onboarding Agent
- World Model Agent
- Conversational Wealth Agent
- Risk Intelligence Agent
- Portfolio Construction Agent
- RIA Engine
- The Brain (Copilot/Autopilot)
- RM Workspace
- Next.js
- Agent API
- AES-256
- Zero-Trust
Synergy is an AI-native private wealth platform built around agents rather than screens, where every step from onboarding to a tax-aware, regulation-cleared portfolio is an agent acting for the client. Six named agents ship in sequence: Onboarding, World Model, Conversational Wealth, Risk Intelligence, Portfolio Construction and Regulatory Impact Analysis. Beneath them the RIA Engine evaluates every action before it happens, returning a logged PASS, FLAG or BLOCK decision with rule references across eight jurisdictions including DFSA, FSRA, SCA, MAS, FCA, ESMA, SEBI and CBB. A continuously optimising Brain runs in Copilot or Autopilot mode, rebalancing and harvesting tax within client-set guardrails, with a tamper-evident audit trail on every move.
- Six agents, each valuable from day one
- RIA Engine clears every action before execution, not after
- Eight regulatory jurisdictions live in the engine
- Copilot and Autopilot modes with one-tap consent
- Multi-jurisdiction consolidated net worth view
- AES-256 at rest, TLS 1.3 in transit, zero-trust by design