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Built for the people who turn portfolio data into client-ready guidance.
Aivor started with a simple observation: financial advisors, wealth managers, and investment professionals spend far more time pulling client and portfolio information together than they do actually advising clients. We built Aivor as the AI work layer for wealth management — connecting the systems your firm already uses and turning scattered information into work your team can review and act on.
We're not building Aivor to replace financial professionals. We're building it to work alongside them — handling the repetitive analysis so your team can spend more time on judgment, relationships, and advice.
A few principles guide how we build.
These shape every part of Aivor, from how it accesses data to how it presents an answer.
Controlled access
Aivor should only access information required for the task.
Read-oriented by default
Analysis should not require unrestricted access to source systems.
Human oversight
Aivor provides analysis while financial professionals remain in control.
Auditability
Actions and analysis should be trackable and reviewable.
Want to see how Aivor could work for your firm?
Connect your firm's systems and let Aivor handle the repetitive research, analysis, and preparation — while your team stays in control.