When small teams
Taskstreams for wealth managersAI for wealth managers.Less admin, more time for clients.
We know the daily reality of independent wealth managers
Independent wealth managers live in a constant tension: on one side, clients who expect personal attention and fast answers. On the other side, a growing mountain of administration: onboarding documents, KYC checks, reporting, minutes. Every hour in the back office is an hour missing with the client.
At the same time, regulatory requirements keep rising. FIDLEG demands seamless advice documentation, and with its supervisory notice 08/2024 FINMA made clear that the same rules apply to AI as to any other tool: same business, same risks, same rules. The reconciliation with custodian banks remains a manual checkpoint where errors become expensive.
A study by Lucerne University of Applied Sciences (July 2026) shows: 66 percent of AI applications at independent wealth managers are still experiments. That is exactly where we come in. Taskstreams builds AI employees that run in production, work verifiably and are hosted in Switzerland.
Where wealth managers lose time
Five recurring tasks tie up most of the available time in the majority of firms. 1
40hrs / month
Onboarding
New client onboarding with forms, signatures and follow-up questions ties up many hours per mandate.
60hrs / month
KYC and AML
Dossiers are compiled and checked by hand from IDs, confirmations and registers.
120hrs / month
Client reporting
Reports are assembled, formatted and reviewed per client, quarter after quarter.
100hrs / month
Meeting preparation and minutes
Briefings before the meeting and FIDLEG-compliant minutes afterwards cost time at every client contact.
80hrs / month
Custodian bank reconciliation
Positions and transactions are reconciled manually; discrepancies have to be hunted down.
- 1.Empirical values from our projects with independent wealth managers. The actual effort depends on the business model, custodian banks and regulatory environment.
- 2.According to the HSLU study (July 2026), 66 percent of AI applications at independent wealth managers are still experiments.
Five use cases that give time back immediately
Each use case is a fully managed AI employee: built, operated and further developed by us, approved by you.
From bank statement to finished client report. Our AI employee compiles reports across all custodian banks, reviewed and in your corporate design.
How a client report comes to life.
One cockpit for every mandate: our AI employees are ready for reporting, monitoring and reconciliation.
Bank statements from every custodian bank: uploaded via drag and drop, whether PDF, CSV or Excel.
Recognised and normalised: positions and transactions are anonymised and merged into one mandate.
One view across all banks: monthly and YTD performance plus asset allocation, geometrically linked.
Reviewed before dispatch: risk category, bands, cash quota and own products checked automatically.
Ready to send in your own design: the finished report in your corporate design, exported as a PDF.
One cockpit for every mandate: our AI employees are ready for reporting, monitoring and reconciliation.
Bank statements from every custodian bank: uploaded via drag and drop, whether PDF, CSV or Excel.
Recognised and normalised: positions and transactions are anonymised and merged into one mandate.
One view across all banks: monthly and YTD performance plus asset allocation, geometrically linked.
Reviewed before dispatch: risk category, bands, cash quota and own products checked automatically.
Ready to send in your own design: the finished report in your corporate design, exported as a PDF.
Hosting options for financial services
Which AI solutions may you use with real client data? Our overview shows where data is processed and what to watch out for. On-premise and air-gapped solutions are deliberately excluded.
Green: Switzerland
Processing and storage in Switzerland. Suitable for client data, provided contract and governance are in place.
Strict: Swiss platform plus Azure Switzerland
- A Swiss AI platform as the working surface for all employees
- Azure OpenAI Switzerland North or Provisioned for automations
- Selectively block external models in the platform per use case
Yellow: EU and EFTA
Acceptable with a documented risk assessment, a clean contract and clear client information. Responsibility stays with the institution.
Pragmatic: Copilot plus Azure Switzerland
- Microsoft 365 Copilot for emails, documents and meetings, with storage in Switzerland and flex routing disabled
- Azure OpenAI in Switzerland North for automations with sensitive client data, such as document checks or reports
- A clear policy: what may go into Copilot, what only goes through the Swiss path
High performance: frontier models in the EU
- Azure OpenAI Data Zone EU or Claude via AWS Bedrock EU
- Pseudonymise wherever possible before data reaches the model
- Extra careful risk assessment, contract and client information
Red: not for client data
Processing in the US, global or unclear. For research, marketing and anonymised content often still the best choice.
We deliberately do not recommend any setup from the red category for client data. Red options are still often useful for research, marketing and anonymised content, see the overview.
Our positioning: we deliver exactly the recommended pragmatic setup as finished AI employees. Processing in Switzerland via Azure OpenAI Switzerland North, with contract, policy and governance included.
All twelve cloud options in the interactive comparisonThis overview does not replace legal advice. Model availability and regions change continuously, as of October 2026. Microsoft, AWS and Google are US corporations subject to the US CLOUD Act, even with data centres in Switzerland or the EU. This residual risk belongs in every risk assessment.
AI for family offices
Family offices work differently from classic wealth managers: less standard software, more individual structures, maximum discretion. That is exactly why tailored AI pays off here. Our AI employees can be fitted to individual entities, reporting formats and approval chains.
Typical tasks are consolidated reports across several banks and asset classes, the preparation of shareholder meetings and the seamless documentation of resolutions. All tasks an AI employee prepares, while the decision stays with you.
Case study: T&T International
AI employees for client reporting, developed with T&T International Wealth Management. In productive use, with data processing exclusively in Switzerland.
Trusted by leading companies
Together with innovative partners, we shape how teams in Switzerland work, sell, and share knowledge.
40 %
higher productivity in small teams through the combination of human expertise and AI support
"The innovative approach and deep understanding of technology and marketing contributed greatly to the success of our project."
Works with your existing software
Our AI employees work with what you already use: portfolio management systems, CRM and Microsoft 365. No system change, no migration, no weeks of training.
Security and regulation
FINMA supervisory notice 08/2024 applies the principle: same business, same risks, same rules. We deliver the matching documentation: AI inventory, risk assessment per application, an employee policy and an outsourcing contract under Art. 14 FINIG. Data processing in Switzerland, DSG compliant.
More about security and complianceHow we start
Introductory call
We discuss your situation and your regulatory framework. Free of charge and without obligation.
Workshop
In the AI strategy workshop we prioritise the use cases with the most value. At a fixed price.
Pilot
We build the most important use case and test it with real cases from your daily work. At a fixed price.
Operations
After the pilot we take over operations, further development and training as a monthly subscription.
Frequently asked questions
Where is our client data processed?+
In Switzerland. We rely on Azure OpenAI in the Switzerland North region. Contract, policy and governance documentation are included.
What does FINMA notice 08/2024 mean for us?+
It says: same business, same risks, same rules. The technology does not release you from responsibility. We help with the AI inventory, the risk assessment per application and the documentation for your supervisory organisation.
Is this FIDLEG compliant?+
Advice documentation and minutes are created according to your guidelines. Approval, and with it responsibility, stays with your advisors; every document is traceable.
Do we need new software?+
No. We connect your existing systems: portfolio management, CRM and Microsoft 365. Your team keeps working in its familiar environment.
How do your AI employees differ from Microsoft 365 Copilot?+
Copilot is an everyday assistant for individuals. Our AI employees complete entire processes: from document analysis to data reconciliation to the finished draft, with approval logic and seamless logging.
What does getting started cost?+
The introductory call is free. Workshop and pilot run at a fixed price; ongoing operations are billed monthly. After the introductory call you receive a binding offer.
More time for your clients.
Tell us where administration crowds out advice in your firm. We will show you what an AI employee can take over.