Operations
- Custodian data import
- Accounts and households
- Exception review
- Billing
- Reporting
Castleview Partners · aiAlpha
aiAlpha — the AI-native operating platform for modern wealth managers.
We're building it now. Secure by design from day one.
aiAlpha is a turnkey asset management platform (TAMP) built by Castleview Partners. It brings custodian data, accounts and households, models, trading, billing, reporting, compliance, CRM and planning into one place, so your firm runs on one book.
Custodians
Built to work with leading custodians.Built by
aiAlpha is built by the team at Castleview Partners.Your firm's data is kept apart
Each firm's data is kept separate.Your data stays yours
Our policy is that client data is not used to train AI models outside aiAlpha. In progress.Who it is for
- 01
TAMPs
Run the platform for the RIAs you serve.
- 02
RIAs and branches
Your firm, your advisors, your clients. Your firm sees only its own data.
- 03
Advisors
Start the day with one screen: what needs you, meetings, cash, accounts to review.
- 04
Operations and trading
Custodian files, exceptions, trades and billing in one workflow.
The platform
In development. Not a list of what a client can use today.
Trading and investment management
- Models
- Strategies within an account
- Trading
- Compliance checks
Sales and CRM
- Contacts
- Proposals
- Client relationships
Planning and research
- Financial planning
- A research lab
How it works
- 01
Your custodian files arrive each morning.
- 02
aiAlpha checks them for new accounts, changes, new securities and missing files.
- 03
Clean accounts post on their own.
- 04
Anything unusual goes to one review screen, with a suggested fix that a person approves.
- 05
Every approval is recorded.