We Don't Sell Software.
We Build Your AI Engine.

Dotti embeds AI systems into existing workflows of wealth management firms.

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The Pain

Your Wealth Firm’s Growth Is Being Choked by Inefficiency

Your Wealth Firm’s Growth
Is Being Choked by Inefficiency

Manual processes, disconnected tools, and compliance friction are slowing your firm down—and your best people are stuck plugging gaps.

22.1 Hours Lost Weekly

Advisors spend over 40% of their week on admin and back-office tasks—time that should drive growth, not paperwork.

Source: IFP

22.1 Hours Lost Weekly

Advisors spend over 40% of their week on admin and back-office tasks—time that should drive growth, not paperwork.

Source: IFP

65% Lost to Outdated Tech

65% of advisors say outdated wealth tech caused them to lose business—clients expect seamless, modern digital experiences.

Source: Empaxis

22.1 Hours Lost Weekly

Advisors spend over 40% of their week on admin and back-office tasks—time that should drive growth, not paperwork.

Source: IFP

4–8 Months Lost to Churn

Even growing firms feel flatlined—because churn quietly cancels out progress. When service lags, high-value clients leave silently.

Source: FMC

22.1 Hours Lost Weekly

Advisors spend over 40% of their week on admin and back-office tasks—time that should drive growth, not paperwork.

Source: IFP

Our Services

AI Systems Built Around Your Firm, Not the Other Way Around

We design, develop, and implement bespoke automation systems that help you work smarter, not harder

All Tasks

Waiting for approval

  • KYC Document Collection

    Due on 2nd july

  • New Client Risk Profiling

    2 days ago

  • Quarterly Portfolio Report Prep

    Cancelled by user

  • Ongoing Compliance Checklist

    70% prepared

  • Review Meeting Reminders & Notes

    sent to selected clients

All Tasks

Waiting for approval

  • KYC Document Collection

    Due on 2nd july

  • New Client Risk Profiling

    2 days ago

  • Quarterly Portfolio Report Prep

    Cancelled by user

  • Ongoing Compliance Checklist

    70% prepared

  • Review Meeting Reminders & Notes

    sent to selected clients

All Tasks

Waiting for approval

  • KYC Document Collection

    Due on 2nd july

  • New Client Risk Profiling

    2 days ago

  • Quarterly Portfolio Report Prep

    Cancelled by user

  • Ongoing Compliance Checklist

    70% prepared

  • Review Meeting Reminders & Notes

    sent to selected clients

Workflow Automation

Automate repetitive tasks

We help wealth firms automate back-office tasks like KYC collection, report prep, compliance tracking, and meeting follow-ups—cutting hours of manual work without cutting corners.

Internal Task Bots

100+ Automations

AI Assistant

Smart Assistants = Smart Advisors

Client prep, portfolio notes, compliance summaries—our embedded AI assistants handle the admin behind the scenes, so your advisors stay focused on relationships and results.

Summaries

Scheduling

Many more

What can I help with?

Need help with client tasks or systems? Just tell me what to do.

|

Add document

Analyze

research

What can I help with?

Need help with client tasks or systems? Just tell me what to do.

|

Add document

Analyze

research

What can I help with?

Need help with client tasks or systems? Just tell me what to do.

|

Add document

Analyze

Client Update...

Performance

Review

Compliance

Draft

Schedule

Sent

Client Update...

Performance

Review

Compliance

Draft

Schedule

Sent

Client Update...

Performance

Review

Compliance

Draft

Schedule

Sent

Client Communications

Sharper Reports. Faster Replies.

Clients expect clarity and consistency. Our systems ensures they get both—sending tailored updates, performance summaries, and check-ins that build trust and reduce churn.

Reports

Client Comms

Review Prep

Custom Projects

Build Bespoke Systems

We don’t sell pre-built products. We partner with your firm to design and deliver AI systems from the ground up—built around your people, workflows, and goals.

Strategy

Custom AI

Consulting

Current Engagement

This build is tailored to your firm's specific workflows and goals.

Active Project:

Client Review Prep Assistant

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Send Market Commentary to Clients

06:00 pm to 06:30 pm

Current Engagement

This build is tailored to your firm's specific workflows and goals.

Active Project:

Client Review Prep Assistant

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Send Market Commentary to Clients

06:00 pm to 06:30 pm

Current Engagement

This build is tailored to your firm's specific workflows and goals.

Active Project:

Client Review Prep Assistant

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Send Market Commentary to Clients

06:00 pm to 06:30 pm

Our Process

Our Simple, Smart, and Scalable Process

We design, develop, and implement systems that you work behind the scenes.

Step 1

Smart Analysing

We assess your needs and identify solutions to streamline workflows and improve efficiency.

Analysing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Analysing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Step 2

AI Development

Our team builds intelligent automation systems tailored to your business processes.

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

Step 3

Seamless Integration

We smoothly integrate our systems into your existing infrastructure with minimal disruption.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimisation

We refine performance, analyse insights, and enhance automation for long-term growth.

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Benefits

The Key Benefits of Bespoke AI For Your Firm

Discover how our systems enhance efficiency, reduces costs, and drives business growth with smarter, faster processes.

Lower Compliance Risk

AI flags gaps, tracks requirements, and keeps documentation airtight—no detail missed.

Lower Compliance Risk

AI flags gaps, tracks requirements, and keeps documentation airtight—no detail missed.

Lower Compliance Risk

AI flags gaps, tracks requirements, and keeps documentation airtight—no detail missed.

Reduced Admin Load

Automate routine tasks like meeting notes, reporting, and follow-ups—saving hours weekly per advisor.

Reduced Admin Load

Automate routine tasks like meeting notes, reporting, and follow-ups—saving hours weekly per advisor.

Reduced Admin Load

Automate routine tasks like meeting notes, reporting, and follow-ups—saving hours weekly per advisor.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Improved Client Retention

Stay visible and valuable with proactive, AI-generated comms that clients actually read.

Improved Client Retention

Stay visible and valuable with proactive, AI-generated comms that clients actually read.

Improved Client Retention

Stay visible and valuable with proactive, AI-generated comms that clients actually read.

Higher Revenue per Advisor

With AI handling admin, advisors spend more time deepening relationships and driving upsells.

Higher Revenue per Advisor

With AI handling admin, advisors spend more time deepening relationships and driving upsells.

Higher Revenue per Advisor

With AI handling admin, advisors spend more time deepening relationships and driving upsells.

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

What exactly do you build?

Are these off-the-shelf tools or templates?

Is this safe from a compliance perspective?

Do you replace any of our current tools?

What kind of support do you offer?

What exactly do you build?

Are these off-the-shelf tools or templates?

Is this safe from a compliance perspective?

Do you replace any of our current tools?

What kind of support do you offer?

Let’s Build the AI System Your Firm Actually Needs

Book Your Free Audit Call Today

Free AI Audit Call

Free AI Audit Call

Dotti LTD

© All right reserved

Dotti LTD

© All right reserved