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Experience AgenticWealth in 30 Minutes

A personalised demo, tailored to your jurisdiction, regulatory obligations, and client base. No generic slides — a live walkthrough with your market's specific scenarios.

30–45 min session Specialist-led Europe No commitment

Request Your Personalised Demo

We'll tailor the session to your firm's jurisdiction, AUM, and specific regulatory challenges.

Select markets…
What to Expect
1
Confirmation within 4 hours

Our team confirms your request and sends a calendar invitation.

2
Pre-demo questionnaire

We send a short questionnaire to tailor the demo to your specific market and use case.

3
30–45 min live walkthrough

A specialist walks through scenarios relevant to your jurisdiction — no generic slides.

4
Custom proposal & next steps

A proposal tailored to your firm size, AUM, and integration requirements — within 48 hours.

General Enquiries
info@agenticwealth.eu
Response within 4 business hours
Why Firms Choose AgenticWealth
Avg time to value
8 wks
From contract to live
Overhead reduction
40%
Avg across clients
Client capacity
5×
Per advisor
Compliance rate
100%
Pre-trade checks
Demo Agenda

What We'll Cover in Your 30 Minutes

Every demo is tailored to your markets and challenges — but here's a typical agenda for a European wealth firm.

1
Advisor Command Center

Live agent action feed — a Tax-Loss Harvesting batch approval for European clients (anonymised). Experience the "Batch & Blast" in action.

~8 min
2
Portfolio Intelligence

Watch the Digital Investment Committee detect a rate change, identify affected portfolios, and generate a suitability memo — in under 60 seconds.

~10 min
3
Compliance Walkthrough

A blocked trade — see the Policy Engine reject a leveraged instrument for a Consumer Duty "Basic" client, with full audit logging.

~7 min
4
Q&A + Your Use Case

Open session — we navigate to any part of the platform you want to explore. Pricing and integration questions welcome.

~10 min
Pre-Demo Questions

Common Questions Before You Book

Always live. Every demo is run by a specialist who navigates the actual platform in real-time, using scenario data tailored to your markets. There are no pre-recorded slides or scripted screen captures.

The most valuable demos include a mix of: a senior advisor or Head of Wealth (for the product experience), your compliance officer or Head of Risk (for the regulatory features), and your CTO or operations lead (for integration questions). We can accommodate up to 8 attendees and run separate technical sessions if needed.

Typical onboarding for a mid-size wealth firm runs 8–12 weeks: CRM and custodian connector setup (2–3 weeks), IMA vectorisation (1–2 weeks), regulatory configuration for your specific jurisdictions (2–3 weeks), and advisor training with parallel running (2–3 weeks). We assign a dedicated implementation lead from day one.

Pricing is AUM-based with a per-advisor seat component, ensuring the platform cost scales proportionally with the value it delivers. We offer fixed-fee onboarding with no hidden integration charges. Full pricing is discussed in the demo — we don't publish list prices because every firm's scope is different.

Yes. We offer a structured 90-day pilot for qualified firms, covering a defined subset of your client book — typically 50–200 clients — with full agent functionality and compliance logging. Pilots are scoped during the post-demo proposal phase and require a signed Data Processing Agreement (DPA) before live client data is onboarded.
Lead the Shift
"The future of wealth management isn't 'Robo-Advice' — it's 'Agentic Empowerment.' Are you ready to lead the shift?"
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