MicroWise is a private-client communication agent for investment advisors. In your own voice, within compliance boundaries, it generates the next line for every client relationship — traceable, reviewable, and more yours the more you use it.
A 70-second investor film, from private wealth's communication bottleneck to complex-product valuation, real-time market outreach, and client memory.
Three capabilities no one else offers together — running throughout the product.
A professional valuation & risk engine for snowball / FCN / Phoenix / shark-fin / dual-currency / accumulator and 20+ structured products, plus hedge-fund-grade low-risk arbitrage. Not a static list — a moat that dynamically monitors 'market × each client's holdings'.
Not just replicating the advisor but surpassing them: client-reaction simulation, market read for THIS client, a proactive Agent — the advisor arrives with a whole team's preparation.
Each client read grows more customized with use, every claim traces to source evidence, and client personality plus advisor voice settle into a non-transferable private asset — swap the model, not the memory.
Turn an advisor's most expensive time — figuring out what to say — into a repeatable, traceable capability.
Auto-monitors news on each client's holdings, turning market moves into 'for this client' outreach opportunities and alerts.
Upload terms to compute worst-case scenarios, distance-to-knock-in, observation dates and path-dependent pricing — risk explained in plain words.
Infers client persona and concerns from real conversations with zero manual tagging, and generates talk tracks in the advisor's own voice (zh/en).
Red-line checks enforced at the data-structure level, PII redaction fails closed, valuation tiers by data source — compliance is architecture, not a filter.
Wired to real prices and historical anchors, fully reset to any past day to review 'why I saw it that way, and was I right'.
An IC's market views are date-anchored, retrievable, and generatable in their own leaning — views also compound, replay, and regenerate.
Upload a term sheet, paste a conversation, or just ask — start now.
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