The system evaluates securities from multiple angles simultaneously: valuation modeling, macroeconomic context, sector positioning, and capital flow patterns. When different analyses reach different conclusions, it surfaces the disagreement with both arguments and a recommended path forward.
Wealth Management
Your expertise, amplified.
Rubicon is a consulting partner that helps financial practices integrate automation into their daily operations. We work with your team to identify the highest-value workflows, then build and install private, dedicated systems tailored to how your firm actually works, improving with every interaction.
Capabilities
What the System Handles
We start by understanding how your firm operates, then configure every workflow around your specific data sources, processes, and decision-making style. The system learns your preferences over time, so the output gets more relevant and more useful the longer you use it. Some examples include:
Every day, the system scans all monitored accounts against your defined thresholds: allocation drift, concentration risk, tax-loss harvesting windows, cash drag, fee efficiency. You only see the accounts that need attention.
A daily brief arrives before markets open: overnight summary, economic calendar, regulatory developments, and context specific to your current positions. On-demand research is available anytime with full sourcing.
The system monitors regulatory updates from SEC, FINRA, and state authorities. It scans draft communications for potential issues, maintains your compliance calendar, and keeps an audit-ready log of every flag raised and resolved.
Before every scheduled meeting, the system produces a comprehensive brief: portfolio snapshot, life event flags, open action items, and market context specific to the client's holdings. After the meeting, it generates structured follow-ups with owners and deadlines.
The system monitors for prospecting signals: market dislocations that create advisory opportunities, competitor practice changes, and regulatory shifts that drive transitions. It drafts outreach in your firm's voice, ready for your review.
Proactive relationship management: milestone tracking, portfolio event triggers, and engagement cadence by client tier. Personalized communication drafts are ready for review before you need to think about them.
Demos
See the Workflows in Motion
Watch how the system can handle real workflows from a live deployment. The demos below reflect one possible configuration. Every deployment is tailored to your firm and can be configured to work with your preferred tools and SaaS products.
Custom Tooling
See how the system can scope, build, and deploy a custom portfolio backtesting tool in under 1 hour. From natural language request to a fully functional application with real-time data, AI-powered chat, and interactive charting.
Research
Watch how the system can take an investment thesis, map out how to express it practically, then evaluate securities through valuation modeling, macro context, and flow analysis before delivering a unified recommendation with sourced reasoning.
Stock & Fund Analysis
See how custom tools can be built on demand for stock and mutual fund research, with features configured to your needs.
Client Prep & Outreach
See how prior research and meeting notes can be used to prep for client meetings, structure outreach content, and automate targeted prospecting.
Disclaimer: All demo activities were sped up for viewing purposes. All client and prospect names, background details, and portfolio information were simulated for demonstration purposes only. Nothing presented in these demos constitutes financial, investment, legal, or tax advice. Rubicon Systems provides workflow automation tools; all investment decisions and client communications require review and approval by qualified professionals.
Contact
Lets Chat
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