We design, build, and run AI agents around your firm's actual process — client reporting, meeting prep, onboarding, advisor content. Built review-first, on the same platform behind VedXAI Social Agent.
Aura is how VedXAI delivers custom AI to wealth and advisory organisations. We start from a process you already run — the client report, the quarterly commentary, the onboarding chase — and build an agent that carries it end to end, with your people in the approval path.
It is not a generic automation tool you configure yourself, and not a chatbot bolted onto your stack. It is a bespoke build, designed for work that has to stand up to review.
Where Firms Start ↓Designed around review, approval, and an evidentiary record — not bolted on afterwards.
CRM, portfolio and reporting tools, document stores, email, social.
The recurring work that fills your team's week — not one-off questions.
A record of what ran, on whose instruction, and who signed off.
Every engagement is scoped to your process. These are the workflows wealth and advisory firms ask for most.
Turn portfolio data and house market commentary into client-ready updates — drafted at scale, reviewed by an adviser before anything is sent.
Quarterly reviews · Market updates
Your commentary becomes platform-ready posts in each adviser's voice, routed through review before publishing. Powered by VedXAI Social Agent.
LinkedIn · X · Instagram
Pre-meeting briefs assembled from CRM history and portfolio position; post-meeting notes, action items, and follow-up drafts written back to your system.
CRM · Portfolio · Notes
Document intake, pack assembly, and the follow-up chasing that stalls onboarding — tracked and progressed without someone manually keeping the list.
Intake · Document chase
Extract and summarise from statements, factsheets, product documents, and policy packs — structured output your team can actually work from.
Statements · Factsheets
Scheduled briefs on holdings, sectors, or themes your firm follows — delivered to the people who need them, on the cadence you set.
Scheduled briefs · Themes
Running something else that's repeatable? Tell us the process → Scoping starts from your workflow, not a feature list.
A draft you can't evidence, review, or attest to isn't finished. That constraint shapes how we build — it is not a feature we add at the end.
Approval sits in the workflow by default. Auto-release is something a firm opts into deliberately, per workflow — never the starting position.
Disclosure requirements, prohibited claims, and house style become explicit checks in the workflow, versioned so you can see what applied and when.
What ran, on what instruction, which model, which rule version, who approved it — captured as a tamper-evident record rather than reconstructed later.
Our archive is a convenience copy, not a replacement for your books and records. You keep custody of your obligations — and your data.
Each stage stands alone and ends in something you own. No stage commits you to the next.
A fixed-fee sprint to map the process, agree what good looks like, and decide whether this is worth building at all.
Fixed Fee
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Yours to keep, whether or not you build with us
We build the workflow, connect it to your systems, and put it live with your team in the approval path.
Project Fee
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Scoped from Discovery — no open-ended estimates
Optional. We operate and extend the agent as your process changes — or you take it in-house and we step back.
Monthly Retainer
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Scaled to workflows, usage, and SLA tier
Deployment is your choice at every stage — your own cloud tenancy so data never leaves your environment, or fully managed by VedXAI.
We work with organisations, not individuals — teams with a process, a supervisor, and a record to keep.
Multi-adviser practices where every client-facing output needs supervision.
Reporting, commentary, and client communication at scale without losing the review step.
Small teams carrying reporting and administrative load that scales badly with headcount.
Product and market content that has to reach many channels under one approval standard.
Outside wealth management but facing the same review-and-evidence problem? We'd still like to hear from you →
Thirty minutes on your process, your stack, and where the time actually goes.
We map the workflow and come back with a build plan and a real number.
We build it, connect it, and run it with one team before it goes firm-wide.
We keep operating it, or you take it in-house. Decided by you, not locked in.
Book a 30-minute discovery call. We'll walk one workflow end to end, tell you honestly whether an agent is the right answer, and give you a clear next step — no commitment required.
Book a Discovery Call →No commitment. No sales pressure. If it isn't worth building, we'll say so.
