The future of wealth tech is here
Announcement
Palindrome makes the FCA's AI Live Testing cohort → Foster Denovo expands AI capabilities with Palindrome →

The agentic operating system
for wealth management

Agentic AI helps you generatereviewsearchcurateorchestrate
Reports to your standards
suitability letters, review packs, briefs
Compliance checks
continuous, audit-ready, your rules
Every data source
CRM fields, SharePoint, Outlook, Drive
Systems of record
field-level updates, adviser approved
Your workflows
onboarding, annual reviews
Built for industry leaders, such as
Argentis Blevins Franks Hawksmoor Superbia Netwealth Featherstone Partners EQ Investors Foster Denovo
We drive outcomes for firms representing
over £70 billion in assets
Learn how leading firms put AI into production
Book a Meeting ↗
CUSTOMER CONVERSATIONS

An inside look at how leading wealth firms put Palindrome to work

Palindrome's founders sit down with leading UK wealth firms to hear what AI in production actually looks like.

Inside Palindrome, a conversation with the founders
WEALTH LEADERS · IN CONVERSATION

Palindrome Solutions

From sourcing to compliance to integration. Every critical workflow, reimagined with agents trained on the realities of wealth management.

Sourcing referrals that scale

→ Referral sourcing becomes predictable, with baseline performance lifted toward top standards.

Onboarding without the drag

→ Onboarding becomes faster and more accurate, shortening time to revenue.

Ongoing management without admin

→ Reviews become up to 80% faster, unlocking front-office capacity for advice.

Reimagining client relationships

→ Conversations become more relevant, deepening loyalty and revealing hidden opportunity.

Compliance without compromise

→ Review cycles reduced from weeks to hours. Compliance becomes proactive.

Acquisitions that deliver value

→ Integration timelines compressed. Acquisitions deliver intended value with confidence.

Orchestrating wealth's most important workflows, end to end

Annual reviews. Onboarding. Compliance monitoring. Across every workflow, Palindrome coordinates agents, people, and your existing systems, so the work gets done without the seams.

Explore the Platform ↗

Three pillars that put your firm in the top decile of AI maturity

Agentic Platform

Built for wealth

Sector-specific agents, modular architecture, security from the foundation up. Designed for the wealth firm's stack from day one.

  • Modular architecture
  • Sector-specific AI
  • Best-in-class security
  • White-labelled platform
Bespoke Configuration

Trained on your data, shaped by your team

Your data, your processes, your CRM, your cloud. Configured to your firm's standards, not the other way around.

  • Your data
  • Your processes
  • Your ways of working
  • Your CRM
  • Your cloud
Change Management

We don't just ship, we deliver

Adoption is the work. We embed with your firm to make sure the platform lands, sticks, and compounds.

  • Change readiness assessment
  • Personalised plan
  • Training
  • Real-time support
  • Adoption and impact review