Intelligent KYC Wizard
A guided multi-step journey with Singpass and MyInfo prefill.
The complete private-wealth platform
Everything wealth management should be.
Kairos Wealth unifies portfolios, AI intelligence, compliance, and client experience into one platform.
The most complete wealth management platform in the world — for the client and the advisor, in one system.
45+Platform capabilities
5AI assistant modes
4Languages supported
AI Compliance at the speed of business
Full-spectrum KYC, KYB and AML — automated by AI to institutional-grade standards.
Unlimited Ownership Layers
Model corporate structures of any depth — entities within entities — down to every ultimate beneficial owner.
Biometric Identity Verification
Liveness checks and passport face matching for confident identity assurance.
Passport Tampering Detection
Advanced document forensics flag altered or forged passports before they ever reach your book.
Sanctions & PEP Screening
Global watchlist screening at onboarding and continuously thereafter.
Configurable Risk Scoring
Customer risk assessment with weights and geography rules you control.
Suitability & Review Workflows
Questionnaires, admin review queues, and ID expiry monitoring.
Regulatory Reporting
AML/CFT, risk register, suitability, and onboarding reports — plus fund-admin exports and audit documentation, generated on demand.
8 capabilitiesFrom biometric identity checks to unlimited-depth ownership structures.
One picture of everything you own
Every account, every custodian, every currency — unified into a single source of truth.
Multi-Custodian Aggregation
Consolidate holdings across custodians into one live, always-current portfolio view.
AUM History & Performance
Track assets over time with IRR and performance analytics that tell the real story.
Multi-Currency Reporting
Report in the currency of your choice with automatic FX conversion.
Custodian Breakdown
Drill into exactly where every asset sits, custodian by custodian.
Book-Wide AUM Roll-Up
Advisors see the assets of their entire client book at a glance.
One viewIRR and performance analytics across every custodian, consolidated live.
A curated marketplace, institutional tools
Rigorously vetted products, basket backtesting, model portfolios and drift detection.
Curated Product Marketplace
Discover rigorously vetted investment products with powerful filters and rich detail pages.
Seamless Order Lifecycle
Place and track orders end-to-end — advisors can act on behalf of their clients.
Product Governance
Every product passes an approval workflow backed by a complete audit trail.
Basket Builder with Backtesting
Design multi-asset baskets and stress-test returns, volatility, drawdown, and correlations before committing a dollar.
Model Portfolios & Drift Detection
Ideal portfolio templates, tactical adjustments, and automatic drift alerts with rebalancing proposals.
BacktestedStress-test returns, volatility, drawdown and correlations before committing a dollar.
An AI that works like a CIO
Five specialist modes, daily virtual-CIO reports, and insights woven into every corner.
Conversational AI Assistant
Five specialist modes, including Deep Research with cited sources.
Virtual CIO Daily Reports
Wake up to institutional-quality market intelligence, every single day.
Technical & Market Analysis
MACD, RSI, stochastics, and broad market analysis on demand.
AI Portfolio Insights
Personalized insights and rebalancing proposals for every portfolio.
AI Document Extraction
KYC documents and financial-plan PDFs read and structured automatically.
KYC Review Copilot
AI cross-checks every application against its documents and hands reviewers an audited checklist.
Self-Evaluating AI
A built-in evaluation harness continuously grades the AI's accuracy.
5 modesIncluding Deep Research with cited sources — and a harness that grades its own accuracy.
A complete relationship-management cockpit
Book-wide assets, Client 360, CRM notes and effortless prospect conversion.
Advisor Dashboard
Book-wide assets and client health in one command center.
Client 360
Every holding, order, document, note, and interaction in a single view.
Flexible Onboarding
Invite, create manually, or nurture prospects — three paths to the same great experience.
CRM Notes & Audit Export
Rich interaction notes with attachments, exportable as audit-ready PDFs.
Joint Accounts & Document Vault
Households handled elegantly, documents secured centrally.
Prospect-to-Client Conversion
Turn prospects into clients without re-keying a thing.
Client 360Every holding, order, document, note and interaction in a single view.
From template to sealed signature. Delivered where your clients are
Visual PDF templates, in-house e-signature, and a complete audit trail.
Drag-and-Drop Template Editor
Build PDF templates visually with text, date, and signature fields.
In-House E-Signature
Joint signatures and sealed PDFs, natively — no third-party tools required.
Signature Audit Trail
Every signature event recorded, from first view to final seal.
Sign from Chat
Send documents for signature without leaving a conversation.
Zero paperJoint signatures and sealed PDFs, natively — no third‑party tools required.
Real-time chat, notifications, digests, publications and surveys — built right in.
Real-Time Chat
Direct and group messaging with presence, typing indicators, search, and attachments.
Notification Centre & Web Push
Nothing important slips through — in-app and on any device.
Email Digests & Transactional Email
Beautiful, timely, automatic.
Publications & Investment Updates
Rich embedded content for market commentary and firm publications.
Client Surveys
Structured client feedback, built right in.
Real-timePresence, typing indicators, search and attachments — nothing slips through.
Security, control and reach
White-label, row-level security, PDPA/GDPR alignment, four languages, global-ready.
White-Label & Feature Flags
Your brand, your feature set — configured, not coded.
Enterprise Security
Multi-factor authentication, Singpass and Google sign-in, idle logout, row-level security, and audit logging throughout.
Privacy by Design
PDPA- and GDPR-aligned data deletion and consent workflows.
Role-Based Access
Admins, advisors, compliance officers, clients, and prospects each see exactly what they should.
Global Ready
Four languages, right-to-left support, multi-timezone, multi-currency.
Scheduled Reporting & Exports
Automated CSV, PDF, and Excel delivery on your calendar, plus embedded analytics.
4 languagesRight-to-left support, multi-timezone, multi-currency — configured, not coded.
Why Kairos Wealth stands alone
Three things nobody else puts together.
Giving, Built In
Charitable giving directly into the investment flow — generosity as a first-class feature.
AI You Can Trust
A platform that continuously grades its own AI for accuracy — intelligence with accountability.
One Platform, Two Sides
Clients and advisors share one seamless system — no bolted-on portals.
The complete picture
Experience the futureof wealth.
Every capability on one platform. See the whole of it in a single conversation.