One dashboard. Every client, every portfolio, every opportunity. Built for independent wealth managers who believe advice should be personal, transparent, and priced fairly.
Most tools assume commission-based models, mass-market clients, and product-pushing. They optimize for volume, not for the quality of advice you actually deliver.
IvyOS is designed for the next generation of independent CGPs. Track client portfolios, automate follow-ups, surface tax optimization opportunities, and spend your time where it matters: face to face with the people who trust you.
Not another generic CRM. A system that understands patrimoine.
360-degree view of each client's patrimoine. Real estate, financial assets, crypto, insurance. Everything connected, always current.
Automated fiscal scenario analysis. Surface opportunities for IFI reduction, income restructuring, and investment timing before your clients even ask.
From first meeting to signed mandate. Track prospects, schedule reviews, and never lose a follow-up in the noise of daily operations.
Daily briefings on market movements, regulatory changes, and investment opportunities relevant to your clients' profiles. Not noise, signal.
Generate professional client reports in minutes, not hours. Portfolio performance, fee transparency, and strategic recommendations, branded to your firm.
AI handles client onboarding paperwork, appointment reminders, and routine communications. You handle the conversations that build trust.
Client visibility
Autonomous ops
Hidden commissions
IvyOS exists to make sure the firms that believe this can actually operate at scale without losing what makes them different.