Path two · AI Systems Sprint

What we build

Governed systems in your environment on the Wealth AI Control Plane. Human-in-the-loop by default. You own everything.

Portfolio ops prep engine

Custodian file in. Recon, cash/RMD, constraints, tax lots. Draft Trade Order list out. Named human releases before anything moves. Works beside your rebalancer, portfolio system, or Excel.

n8n · Supabase · Claude API

Human release on every trade list

New-account / NIGO pipeline

Referral to CRM to paperwork to DocuSign to billing, with an AI pre-submission checklist that flags missing signatures and beneficiaries before they become rework.

n8n · Supabase · Claude API · DocuSign

Human approval before custodian submit

Nightly exception digest

Cross-system pull for mixed stacks (CRM + PM + custodian). Drift, cash, silence, and upcoming RMDs in one plain-English email the principal actually reads.

n8n · Supabase · Claude API

Digest only. No autonomous client contact.

Billing reconciliation narrative

Deterministic fee calc stays in code or spreadsheet. AI explains exceptions (cash short, missing schedule, AUM swings) and writes the audit trail examiners request.

n8n · Supabase · Claude API

Human review before every invoice

Ongoing relationship

Continuous AI Innovation Partner

Ongoing roadmap, governance, vendor diligence, output quality testing, and new capabilities as your firm and the tools evolve.

Retainer · office hours · roadmap

Human-in-the-loop by default

Every AI Systems Sprint is scoped from your Opportunity Map. Sequenced like a 7 / 30 / 90 engagement. You own the systems.

Scope a build from your map

Thirty minutes to decide whether an AI Systems Sprint is the right next step.

30 minutes. We map your stack and decide whether training, an AI Systems Sprint, or both is the right next step.

Email to book intake

Or call (678) 524-6180 · info@expertailabs.com