Fix the fragmented wealth management desktop
Wealth management firms run on a complex ecosystem of desktop, browser, vendor, legacy, and in-house applications. interop.io provides the governed orchestration layer that brings those systems, users, data, workflows, and AI assistants into one connected way of working.
Give advisors a seamless experience across the tools they already depend on — while giving technology teams the control to modernize, govern, and build without starting over.
Advisors move between CRM, portfolio management, financial planning, research, reporting, and service tools — re-keying data and carrying context from one system to the next.
Years of acquisitions, vendor contracts, platform migrations, and internal builds leave advisors working across tools that were never designed to operate as one.
An isolated copilot is just another tool. To be useful, AI needs governed access to the applications, context, and workflows advisors use every day.
Every integration request becomes a custom build. Technology teams spend valuable engineering cycles connecting systems instead of delivering differentiated advisor capabilities.
When advisors rely on manual workarounds, compliance and supervision teams lose visibility into how work moves across applications, workflows, and channels.
Firms need to evolve the advisor experience without replacing every system at once. But without a common orchestration layer, each change adds more complexity.
How interop.io works beneath the surface
interop.io coordinates context, actions, notifications, AI, and governance across the applications advisors already use.
The experience feels seamless to advisors, while the orchestration stays governed behind the scenes. No rip and replace. No new tool to manage.
Select a client once. Every connected application updates — no copy, no paste, no re-entry.
Trigger a trade ticket from a planning tool. Launch a review deck from the CRM. Actions flow between apps without leaving them.
Bring alerts into one place and connect them to the right client, workflow, or next action.
AI can work through the applications advisors already use — reading approved context, triggering governed actions, and staying within firm controls.
Centrally managed layouts, permissioned application access, and full audit logging — visibility for compliance teams across the advisor desktop.
Works across web apps, legacy systems, third-party platforms, Citrix, and bespoke tools — so firms can modernize incrementally without replacing everything at once.
80 % of Advisors wish they could spend more time with clients.
Advisors want more time for meaningful work, but fragmented systems keep getting in the way. Read how firms can give advisors time back by orchestrating applications, data, workflows, and AI into one seamless advisor experience.
Read the blog post
Supervisors need to see what advisors are doing. We make that possible.
When workflows are connected and managed, compliance teams gain visibility they’ve never had before.
Centrally managed desktop layouts
Compliance and operations teams control which applications are available on advisor desktops, in what configuration, and with what permissions — from a central management console.
Permissioned application access
Role-based access controls determine which advisors see which tools and data. Permissions sync with your existing identity and access management infrastructure.
Audit trail across the desktop
Workflow events — context switches, cross-application actions, AI-assisted decisions — are logged centrally. Supervisors can reconstruct what an advisor saw and did, and when.
Reduced exception risk from re-keying
When data flows between applications automatically, transcription errors that generate NIGO items, suitability mismatches, or reportable events are substantially reduced.
AI governance
AI agents on io.Connect operate within defined boundaries. Their actions, recommendations, and the data they accessed are all logged and reviewable — meeting emerging AI governance expectations.
“io.Connect powers 25 AI agents reaching 10,000 users, with more than 300,000 advisor ideas generated daily — running on interop.io infrastructure.”
Built for firms that take advisor technology seriously.
Wealth platforms
Platform providers and technology teams who want to deliver a genuinely connected advisor experience without rebuilding their application stack from scratch.
Registered investment advisors
RIAs managing complex multi-custodian environments where data consolidation and compliance documentation are constant operational burdens.
Private banks
Private banking teams serving ultra-high-net-worth clients who expect a personalized, frictionless service experience delivered without operational chaos behind the scenes.
Broker-dealers
Broker-dealers managing large advisor networks where desktop standardization, supervision, and policy enforcement at scale are non-negotiable.
Let’s map your advisor workflow.
A 30-minute discovery call is enough to identify where friction lives on your desktop today and what a connected workflow could look like for your advisors.