Wealth Management

Open accounts faster. Bill accurately. Grow and retain households.

Noho connects your custodians, portfolio accounting, CRM, and document systems so AI workers can open accounts, reconcile fees, coordinate transfers, and automate work across your advisory business.

AI workers for wealth management

Account opening & onboarding

Today: Opening an account means entering the same client information across the CRM, custodian portals, and account forms. Missing signatures, beneficiary details, and required documents delay account openings while operations teams chase paperwork. With Noho: Noho connects client records, onboarding documents, and custodian requirements. The AI worker pre-fills applications, collects missing information, submits completed paperwork through approved custodian workflows, and tracks the account through opening.

Fee billing & reconciliation

Today: Client assets sit across multiple custodians, while billing rates, household relationships, and fee schedules live in different systems. Finance teams spend days reconciling balances and checking fee calculations. Missed accounts and incorrect rates lead to lost revenue, overbilling, and client disputes. With Noho: Noho connects custodial balances, household records, billing agreements, and fee schedules. The AI worker prepares fee calculations, identifies missed or incorrect charges, and assembles billing batches while flagging discrepancies for review.

Account transfers

Today: Moving client assets between custodians means gathering statements, preparing transfer forms, and matching account details across systems. Missing information and rejected paperwork delay transfers while operations teams manually track each account. With Noho: Noho connects client records, account holdings, transfer requirements, and custodian systems. The AI worker prepares transfer paperwork, identifies missing documents, tracks transfer status, and follows up on stalled or rejected requests.

Client reviews & reporting

Today: Preparing a quarterly client review means pulling performance, holdings, cash activity, and account information from multiple custodians and portfolio systems. Advisors spend hours building presentations and checking numbers instead of meeting with clients. With Noho: Noho connects portfolio performance, account balances, transactions, and CRM records. The AI worker prepares consolidated household reviews, summarizes performance and account activity, and drafts responses to client questions using reconciled information.

Household growth & retention

Today: A household starts withdrawing assets, another has significant assets held away, and a third has gone months without meaningful engagement. The signals sit across custodians, CRM notes, and account records, so advisors miss opportunities to retain and grow relationships. With Noho: Noho connects household assets, money movements, service history, and client relationships. The AI worker identifies households at risk, finds opportunities to consolidate additional assets, and prepares personalized outreach for advisors.

Compliance & supervision

Today: Client restrictions, account documents, and required approvals sit across custodians, the CRM, and shared drives. Compliance teams spend hours checking records, chasing missing documentation, and gathering evidence for supervisory reviews and audits. With Noho: Noho connects client records, account activity, compliance policies, and approval history. The AI worker checks records against firm rules, identifies missing documentation, prepares supervisory review packages, and routes exceptions to compliance officers.

What comes with Noho

Connect your data.

Connect the systems you already run, including those without APIs. Resolve conflicting records and bring operational data into a common model so your teams and AI workers use the same trusted facts.

Capture your expertise.

Turn policies, procedures, and operating knowledge into a shared foundation for your AI workforce. Capture the rules and context that guide decisions across your business.

Deploy your AI workforce.

Start with pre-built AI workers tailored to your industry or work with our engineers to build for your specific processes. Coordinate work across systems, with your rules governing actions and approvals.