Tab-switching tax
Advisors spend the first half-hour of each review opening four systems. Every minute spent in the platform is a minute not spent with the client.
Solution · Wealth managers
Give advisors back their day.
For wealth managers replacing legacy advisor platforms or launching new books. Modir gives every advisor one screen — client, portfolio, orders, AI — without giving up audit, suitability, or governance.
Your problems today
What we hear from heads of advisor platforms.
Onboarding takes weeks
The vendor system, the manual KYC step, the wet-signed agreement, the back-office data entry — three weeks is not unusual.
AI sits in a sandbox
You bought an AI assistant. Compliance won't let it do anything that mutates state. It's a chat window pinned next to the real platform.
How Modir solves them
Three answers, designed together.
One advisor workspace
Clients, households, onboarding, portfolios, orders, insights, tasks. One left-rail navigation. Locale-aware. Mobile-aware. The advisor never leaves it.
Onboarding in days
Temporal-durable workflow; pluggable KYC; locale-aware questionnaires; DocuSeal e-signature. Three weeks becomes three days, with audit trail on every step.
Governed AI that mutates
Suitability drafts; service-request triage; next-best-action — every mutation is approval-gated. The AI is genuinely useful, and compliance signs off.
Holdings, performance, transactions
One screen. TWR (Modified-Dietz) and MWR (IRR). TimescaleDB hypertables. Allocation analytics. Locale-aware reporting.
Pre-trade OPA, FIX gateway
Eleven-state order machine. Suitability, restricted lists, AML, concentration, jurisdiction — all evaluated before approval. Embedded simulator for staging.
Approval-gated mutations
Five LangGraph use cases. NeMo Guardrails. OPA. Langfuse. LiteLLM. Per-tenant cost caps. Human approval on every mutation.
Pilot scope
Eight weeks to first advisor live.
Discovery
Books, segments, custodians, current advisor platform.
Provision
Tenant region pinned. Five advisors created.
Migrate
100 clients, accounts, positions, transactions. Performance backfilled.
Go live
First advisor's morning starts in Modir; second-week retrospective with metrics.
Our advisors used to switch tabs forty-three times in a typical client review. After Modir, that number is zero. The same review takes 18 minutes instead of 50.
Head of Advisor Platform — Illustrative
Wealth manager workshop
Bring an advisor. Walk through their day.
We map their typical client review to Modir, end to end. Output is a costed pilot scope.