PLASM

The AI decision layer
for wealth management

We turn client context into the next best financial decision — ready for advisor approval.

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Context
Client profile
Portfolio and goals
Market data and research
Rules and compliance
Product catalogue
Decision layer
PLASM
Turns the full client context into the next best action
Advisor decides
Increase bond allocation
22% → 30%
Approved with the client

The industry is moving
to the decision layer

We already have data platforms, workflows, investment intelligence, and AI copilots. The missing piece is the layer that turns all of this into a trusted investment decision.

“Wealth managers must pivot from producing outputs to delivering outcomes.”
“…focusing human judgment on the decisions that genuinely require it.”
“…becoming embedded in advisory workflows, improving decision-making.”
“AI is shifting the role of the advisor from managing information to delivering insight.”

Know every client as well
as your best ten

An advisor knows ten clients this well. PLASM knows all of them — and prepares the next action for each one.

The PLASM decision centre: client health, clients needing attention and recommended opportunities, with the assistant panel open on the right.

Built for firms
that answer for advice

PLASM runs on your data, your catalogue and your rules. It is configured for a specific firm, not for a market segment.

Brokers
Give every advisor the same depth of client understanding across a book of hundreds.
Asset managers
Turn the house view and the approved catalogue into a specific action per client.
Family offices
Hold the full picture of a family's capital and keep every decision on the record.
Banks
Scale personal advice across segments while every recommendation stays inside policy.

Everything it takes
to prepare one decision

One continuous context per client, carried from the first screen to the client document — the next best action for that person, never a template.

Client context screen: the client's portfolio split by asset class beside their goals, mandate and constraints.
Portfolio analysis: holdings, allocation against the mandate, and where concentration or drift crosses a limit.
Next best action: a draft proposal with buy and sell totals, the change in client income, and the recommendations behind it.
Explanation and audit: the reasoning behind a recommendation next to the record it produced.

Every recommendation
shows its reasoning

Every part of a recommendation comes from a specific reason. Hover a factor to see the part it decided.

Recommended action

Increase bond allocation from 22% to 30%, phased over two quarters, funded by trimming developed-market equity, using only instruments on the approved list.

Five steps,
one continuous context

The same loop runs for every client, every time — and the last step is always a person.

01
Understand the client
Profile, goals and history, read from the systems you already run.
02
Read the portfolio
Exposure, drift and risk against the client's mandate.
03
Prepare the action
Candidates from your catalogue, sized by the engine.
04
Check every rule
Limits, mandate, suitability and compliance, before an advisor sees it.
05
A person approves
The advisor reviews the reasoning and decides with the client.

PLASM prepares decisions. It does not execute trades, does not make its own market forecasts, and does not replace the advisor.

Serve more clients
without lowering the standard

Demand for personal advice is growing faster than the industry can hire. Capacity has to come from the way the work is done.

100k+
Advisors the market will be short of in the coming years
100M+
People who will need personal financial advice
30%+
More client capacity per advisor with PLASM

See it on
your own data

We configure PLASM on your data, your catalogue and your rules, then show you the decisions it prepares for real clients — with the reasoning, the checks and the audit record attached to each one.

Request a demo