Wealth Management Automation: Smarter Operations at a Fraction of the Cost

Wealth managers must juggle complex portfolios, high client expectations, and constant compliance pressure. We help you keep everything in sync: advisor tools, digital client platforms, and critical automations for burden. Sombra builds software that scales relationships, not just systems.

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Standards and regulations we're compliant with

Some things need to be fixed

Fragmented platforms force advisors to spend time on operations instead of working with existing clients and prospects.
Manual compliance reviews lead to higher churn and lower retention rates.
Legacy core systems reduce competitiveness and growth.
Inaccurate or outdated data results in missed opportunities and low confidence in advice. This means lower profits and higher churn among your clients.
Siloed tech stacks and different apps force more manual effort and reduce strategic portfolio management.
Poor system integrations increase manual effort and error risk, leading to suboptimal capital allocation.
Advisors miss timely actions on ETFs, funds, or strategies, impacting client returns and firm revenue.

They trust us

What we build for wealth management

Client from Studio Ninja sharing a video testimonial about working with Sombra.

"Outsourcing our development to Sombra made it much easier for us to focus on what we are good at."

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“We couldn't have done it without Sombra!”

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Client from Waterford sharing a video testimonial about their experience with Sombra’s development team.

“I looked for a partner and Sombra is a perfect partner!”

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Analytics-ready data infrastructure

Your data is your competitive edge. Our state-of-the-art layout ensures your data is complete, accurate, and ready for advanced use.

Unified data lakes integrating banking, investment, and third-party sources
Secure, role-based access for compliance, product, and client-facing teams
Analytics engines driving retention models, churn alerts, and ESG analysis
Adjustments for private assets (e.g., de-smoothing) to ensure accurate capital allocation modeling

Advisor enablement systems

Equip your team with real-time insights, client prep tools, and automation to deliver high-touch service, even at scale.

Integrated advisor cockpit with alerts, key documents, and portfolio context
Co-pilot tools for meeting preparation, automated summaries, and follow-ups
Seamless handoffs across teams, channels, and business lines
360-degree client profiles with cash flow forecasting to anticipate and meet client needs
Centralized access to macroeconomic research, stock and bond analysis, and other relevant insights
Comprehensive market watchlists covering public and private assets—including upcoming offerings, funding rounds, and capital commitments
Monte Carlo simulations to supplement traditional MVO process
In-house stress testing and scenario analysis to clearly communicate proposed portfolios and win client trust
AI support to enhance tactical asset allocation within defined portfolio boundaries

Client intelligence solutions

Combine every data point (financial, behavioral, and contextual) to power deeper client understanding, personalized offers, and more relevant engagement.

360° client profiles integrating portfolio data, transactions, preferences, life events, liabilities, insurance, and non-marketable assets—creating a complete economic balance sheet
Expanded data collections beyond the Investment Policy Statement, including social media data
Real-time alerts to keep advisors on track with key events such as rebalancing, quarterly reviews, etc.
Real-time NLP toolkit to instantly address client questions during calls or meetings
Customer mobile apps with user-friendly capital allocation, support, and market data dashboards
AI-driven analysis of client profiles to offer tailored capital allocation and suitable assets
AI-powered segmentation, goal tracking, and risk profiling
Behavioral data analytics to enable personalization beyond AUM

End-to-end client experience

Today’s clients expect more than dashboards – they want context, guidance, and access on their terms.

Interactive planning tools tied to real-time portfolio data
Personalized performance summaries and dynamic insights
Integrated onboarding with digital KYC, e-sign, and identity checks
Built-in reporting, including benchmarking, performance, and allocations
Hands-on tutorials to o explore derivatives, alternative investments, financial terminology, and more
Self-service portals that allows clients to experiment with their portfolios and connect with advisors using generated insights

Modernization of legacy platforms

Replace what’s slowing you down — without rebuilding from scratch. We design pragmatic migration strategies that keep operations running.

Gradual replacement of core systems with cloud-native modules
API-first modernization to support third-party fintech integrations
Zero-downtime migrations and legacy sunset planning

Implementation of new initiatives

Support evolving service tiers, digital-only wealth products, or hybrid advisory models – with infrastructure that flexes with your firm.

Modular platform architecture to support product innovation
Multi-entity, multi-jurisdiction setup for global expansion
Billing, entitlements, and tiered-service enablement engines

Real-time compliance monitoring

Stay ahead of regulatory risk with continuous monitoring and instant alerting across your systems.

Automated surveillance for policy breaches, suspicious activity, and regulatory triggers
Real-time alerts for compliance, audit, and risk teams
Integrated incident tracking and resolution workflows
Coverage for MiFID II, SEC, FINRA, and global regulatory frameworks

AI-powered wealth management

We help wealth firms go beyond automation toward adaptive, intelligent systems based on trending and modern AI solutions.

Generative AI for real-time client reports, portfolio summaries, and advisor content
AI copilots for advisor workflows — from preparation to client meeting support
Predictive models for churn risk, major life events, and next-best-product
Natural language search across client, compliance, and product data
Smart compliance assistants trained on global regulatory frameworks

Got Your Own Idea?

Just tell us what you're thinking, and we'll find the right development service to make it happen.

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What you get with Sombra

Unified client journey

Clients move through a single, integrated experience—onboarding, communication, reporting, and support are all part of the same seamless process. There are no dropped handoffs and no rekeyed data.

Operational insights in real-time

You get visibility into every part of the operation — onboarding speed, service delivery, advisor efficiency — without waiting for monthly reports or reconciling dashboards.

Scalable operations

As you grow AUM, client volume, or service tiers, your platform scales with you — no linear increases in headcount or manual workflows.

Empowered advisory teams

Advisors have everything they need in one place: client context, portfolio insights, prep tools, and automation that saves hours per week, so they can focus on what matters.

Flexible tech stack

Your business evolves, and your technology keeps up. Modular architecture allows you to test, integrate, or expand capabilities without triggering a full rebuild.

Premium digital experience

Clients have access to real-time data, secure messaging, and personalized insights—all in an interface that feels modern, branded, and designed for trust.

Built-in compliance

Regulatory controls aligned with daily workflows — nothing sits outside the system, and every action can be logged. That means fewer risks and faster audits.

Retail and e-commerce

Custom e-commerce platforms, mobile apps, and data-powered personalization engines to enhance user experience, boost conversions, and streamline logistics.