Your clients' portfolios are managed.Your practice shouldn't need you to run it.
Singapore IFAs spend 31 hours a week on monitoring, reporting, compliance, and client ops. Quorient builds the AI agent layer that handles all of it — while keeping you fully MAS-compliant.
31 hours a week on admin. Not on alpha.
The average Singapore IFA spends more time on reporting, compliance, and client ops than on investment research and relationship management.
From portfolio monitoring to client onboarding.
Every step automated.
Portfolio drift detected and acted on before the market closes.
Atlas monitors every client portfolio in real time against their investment mandate. When allocation drifts beyond tolerance or a position moves significantly, Atlas flags it, generates a rebalancing proposal, and sends it to you for approval — all before you've opened your inbox.
Quarterly reviews written, designed, and sent. Automatically.
Quinn pulls portfolio data, calculates period returns, Sharpe ratios, and attribution — then writes the review, builds the slide deck, and drafts the client email. Eight clients' Q2 reviews in the time it used to take to do one.
KYC, CKA, and risk profiles. Always current. Never a breach.
Vera tracks every client's KYC refresh cycle, CKA validity, and risk profile review date against MAS requirements. When something's due, she sends the client a DocuSign request, logs the outcome, and updates the audit trail. You never chase paper again.
New clients onboarded through SFA requirements. In days, not weeks.
Leo guides new clients through the full MAS-compliant onboarding sequence — NRIC verification, fact-find, CKA assessment, risk profiling, mandate documentation, and e-signing — all tracked step by step. Nothing gets skipped.
Every client wakes up to a brief written about their portfolio.
Sage pulls overnight market data from Bloomberg and SGX, identifies what's relevant to each client's specific holdings, and sends a personalised morning brief via WhatsApp and email. 34 clients. One click. 81% open rate.
Trade proposals generated the moment drift is detected.
When Atlas detects that a client's portfolio has drifted beyond mandate, it calculates the trades needed to restore target allocation, documents the rationale, and sends you a proposal for one-click approval. SGX execution ready.
Works inside your existing stack.
Agents connect to Bloomberg feeds, SGX data, MAS portals, Salesforce, DocuSign, and Google Workspace — the tools Singapore IFAs already use. No new software. MAS audit trail maintained throughout.
See exactly which of your workflows we can automate — before you commit to anything.
Two weeks inside your practice. A prioritised deployment roadmap. MAS compliance maintained throughout. No commitment required.