AI That Augments Wealth Advisors — Not Replaces Them
Alice Labs builds AI agents for wealth managers and asset managers: portfolio analytics that surface actionable insights in seconds, client reporting that generates itself, compliance monitoring that runs 24/7, and advisory preparation that gives every meeting a head start. Human judgment stays central — AI handles the data work.
Part of the team that delivers
An experienced team with broad AI and tech backgrounds from leading companies
Linus
Co-founder & AI Consultant
Alice
CEO & Co-founder
Jens
AI Consultant
Eric
Co-founder & AI Consultant
Lisa
Project Lead & Implementation
Results From Our Clients
Verified outcomes from completed AI implementations
AI Agent for Order Management
Ljusgårda (Supernormal Greens)
- 83% cost reduction
- 70-80% automation
- 6-week implementation
Document Automation: 60h → 3min
Public Sector
- 95% time reduction
- 60h → 3min/doc
- 1000+ hours/month saved
AI-Driven SEO Rewrite: +2,092% Clicks
Media Company
- 178 articles rewritten
- +330% daily increase
- 141 → 3,091 clicks
Top AI Use Cases in Wealth Management
Where AI delivers the highest value for advisory firms
1. Portfolio Analytics & Optimization
AI agents continuously analyze portfolio performance, risk exposures, and market signals to surface actionable insights. They detect correlation shifts, concentration risks, and rebalancing opportunities — presenting advisors with clear recommendations and the data behind them.
Key Deliverables:
2. Automated Client Reporting
AI generates personalized performance reports, tax summaries, and quarterly reviews automatically — pulling data from custodians, market feeds, and internal systems. Each report is tailored to the client's communication style, risk profile, and investment objectives.
Key Deliverables:
3. Compliance & Regulatory Monitoring
AI monitors suitability requirements, best execution obligations, and regulatory changes in real-time. It flags portfolio drift, documents advice rationale, and generates audit-ready reports — turning compliance from a manual burden into an automated safeguard.
Key Deliverables:
Before vs. After Alice Labs
| Process | Before AI | After Alice Labs |
|---|---|---|
| Client Report Generation | 4-8 hours per client | Auto-generated in minutes |
| Meeting Preparation | 2-3 hours research | AI brief in 5 minutes |
| Portfolio Rebalancing | Weekly manual review | Real-time AI monitoring |
| Compliance Documentation | Ongoing manual effort | Automated audit trails |
| Prospect Research | Days of manual research | AI-powered profiles in minutes |
Explore Other Industries
Alice Labs delivers AI agents across every major industry vertical
Finance, Banking & Insurance
AI in Banking
AI in Insurance
AI in Wealth Management
Healthcare & Life Sciences
AI in Healthcare
Our Core AI Services
What Our Clients Say
"We decided early on to embrace AI technology and needed a partner who could explore opportunities, propose solutions, lead change management, and build them. With Alice, we got everything in one place and have implemented multiple solutions that increased efficiency so significantly that an entire team could be reallocated."
Andreas Wilhelmsson
CEO & Co-founder
Supernormal Greens / Ljusgårda
"Alice Labs' AI training gave us all a real aha-moment, whether we were completely new to the field or experienced! The training contained a perfect balance between theory and practice. We have definitely become more efficient at work!"
Åsa Nordin
IT Manager
Trollhättan Energi
"The collaboration with Alice Labs has been easy, educational, and incredibly supportive. We engaged them to improve our processes and create more efficiency in the team, and the result truly exceeded expectations. Through their guidance, we've gained better structure, faster workflows, and more time for what actually creates results."
Frida
Partner Manager
Bruce Studios
"Fast, professional, and wonderful people. Find out for yourself <3"
Johannes Hansen
Founder
Johannes Hansen AB
Frequently Asked Questions
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