Deliver White-Glove Service to Every Client — Without the White-Glove Costs
RoundInfinity automates the time-consuming parts of wealth management so your advisors can focus on what matters — building relationships and growing assets. From onboarding new clients to handling service requests, compliance checks, and payment collections, AI handles the operational heavy lifting.
AI works behind the scenes on:
Client onboarding paperwork, identity verification, account opening questions, transaction alerts, portfolio statement requests, payment reminders, compliance documentation, and routine service inquiries — freeing up your advisors for high-value conversations.
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Client onboarding paperwork, identity verification, account opening questions, transaction alerts, portfolio statement requests, payment reminders, compliance documentation, and routine service inquiries — freeing up your advisors for high-value conversations.
60%
Faster Client Onboarding
50%
Lower Service Costs
70%
Faster Response Times
Onboard Clients Faster & Keep Them Engaged
Automated workflows that meet regulatory requirements while delivering a smooth client experience.
📝 Digital Account Opening That Actually Works
- Clients complete applications on any device
- AI validates IDs, selfies, and documents automatically
- Risk profiling forms filled digitally
- Auto-routing for approvals and exceptions
- Real-time status updates to clients
💬 Answer Client Questions Across All Channels
- AI chatbot on website and WhatsApp for 24/7 support
- Voice bot answers calls about balances and transactions
- Email automation for routine service requests
- Call recordings transcribed and summarized automatically
- Advisors see full conversation history instantly
📱 Self-Service Portal for Clients
- View portfolio performance and holdings
- Download statements, tax documents, confirmations
- Submit service requests and track status
- Make payments and download receipts
- Access research reports and market updates
- Update personal information and preferences
Automate Client Communication & Operations
📣 Outbound Client Campaigns
- Send personalized investment updates via WhatsApp/email
- Automated portfolio rebalancing reminders
- Tax-saving opportunity alerts before deadlines
- New product launch and IPO notifications
- Birthday and anniversary engagement messages
- Quarterly review meeting invitations
✅ Automated Compliance Checks
- AI reviews contracts for risky clauses
- Approval workflows follow your policies automatically
- Complete audit trail of every decision
- Documents organized and searchable instantly
- Regulatory reporting prepared on schedule
💰 Collect Fees Without Chasing Clients
- Automatic reminders for advisory fees
- Send secure payment links via email or WhatsApp
- Recurring billing for subscription services
- Smart escalation for overdue payments
- Digital receipts sent instantly
🚗 Field Service for Client Meetings
- Schedule advisor visits to client locations
- Optimize routes for relationship managers
- Capture meeting notes and action items digitally
- Track advisor productivity and visit completion
- Auto-generate visit reports and follow-up tasks
🤝 Coordinate Broker & Partner Network
- Onboard sub-brokers and partners digitally
- Commission calculations and approvals automated
- Shared ticketing for client handoffs
- Auto-extract data from partner invoices
- Coordinate with custodians and clearing firms
✅ Internal Operations & Employee Management
- Advisor expense claims with AI receipt extraction
- Employee asset lifecycle (laptops, phones, equipment)
- Multi-level approval workflows for purchases
- Travel and training request approvals
- Internal document and contract management
- Vendor invoice processing and PO matching
AI-Powered Workflows & Operational Automation
Purpose-built AI capabilities plus automated workflows for wealth management:
AI Chatbots & Voice Bots for 24/7 Support
Self-Service Client Portal
Outbound Campaign Automation
Employee Asset & Expense Management
Multi-Level Approval Workflows
Partner & Broker Network Management
Clients get self-service. Advisors get automation. Employees get streamlined operations. AI handles it all.
Build What Your Firm Needs — No Developers Required
- Portfolio rebalancing approval workflows
- IPO application and allotment tracking
- Periodic client risk reassessment campaigns
- Investment committee approval chains
- Research report distribution to clients
- VIP client concierge service portals
- Structured product application workflows
- ESG and sustainability reporting
- Regulatory audit preparation systems
- Client behavior and engagement analytics
Manage More Assets Per Advisor Without Compromising Service Quality
Onboard clients in days, not weeks. Answer questions instantly via AI chatbots and voice bots. Keep clients engaged with automated campaigns. All powered by AI that works 24/7.
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