The AI Operating System for Wealth & Asset Management Β· Singapore MAS-First

AIOS for
Wealth Managers

AIOS = AI Operating System. Fragmented data, unified intelligence. Office or field β€” same system.

Reclaim 10 hours a week, every week. That's 520+ hours a year. Spend them on relationships, not screens.

10 skillsBuilt around your daily workflow
5 personasAM Β· EAM Β· WM Β· FO Β· MFO
MAS-firstFEAT + P017-2025 native
10 hrs
Per week reclaimed, every week
520+
Hours a year back in your pocket
Mobile
= Six monitors. Office is wherever you are.

A note from Brett

I'm Brett Alegre-Wood, founder of Anaboo AI. I've spent three decades building businesses. The last three years, I've spent building the AI Operating System (AIOS) that now runs them.

AIOS for Wealth Managers is the first draft of what AIOS looks like for your world β€” Asset Managers, External Asset Managers, Wealth Managers, Single Family Offices, Multi-Family Offices. Built MAS-first. Built so it works on your phone as well as your six monitors.

If this lands, we're opening a pilot cohort of 10 firms in Q2 2026 β€” hand-picked for fit. If it misses, tell me what I missed. That's worth more than a polite yes.

Want to talk? Call me direct on +65 8914 1000 or email hello@anaboo.ai.

β€” Live with passion & AI, Brett

"AI is 80% business process re-engineering β€” the same work we've been doing for 20 years. The 20% is the magic." Brett Alegre-Wood, Founder, Anaboo AI
01

The opportunity

Surrounded by data. Starved of time.

You have the terminals. Bloomberg. Reuters. FactSet. Interactive Brokers. Addepar or a spreadsheet. Three custodian portals. Seven WhatsApp groups.

You have the intelligence. What you don't have is one layer that ties it together, in the field, at 06:30 before the open, so you can spend your day on clients and conviction, not copy-paste.

That's AIOS.

2–4 hrs Per day lost to copy-paste
$24k+ Annual terminal spend per seat
520+ hrs Per person per year β€” 10 hours every week

The positioning in one line

Addepar is where your numbers live. AIOS is where your day happens.

02

The 10 transformational skills

Eight came directly from a practitioner who runs Bloomberg, Reuters, and Interactive Brokers every day. Two fill the gaps MAS requires.

01

Pre-market Macro Agent

Sleeps through US close. Wakes the PM up caught up.

YouTube macro shows + X + Fed/ECB/MAS calendars + overnight price action β†’ one page on your phone at 07:00 SGT.

Daily 07:00 SGTStandalone v1
02

Social Signal Agent

Reads Reddit, X, LinkedIn so you don't have to.

Curated subreddits + X lists + LinkedIn clusters. Emerging narratives, sentiment, ticker mentions. Twice daily.

07:00 + 13:00 SGTStandalone v1
03

Mega-Cap Weekly Tracker

What mattered. What's structurally changing.

10 mega-caps, three headers each: developments, moats, disruption. Not ratios β€” the qualitative narrative.

Friday 18:00 SGTStandalone v1
04

Daily Long/Short Screen

Two ranked shortlists before the open.

Top 20 longs (tech + fundamentals). Top 20 shorts (technical, with scraped bear thesis from Citrini/Hindenburg/Muddy Waters).

07:00 + 08:00v1.5
05

Move-to-Meaning Event Agent

Stock moved 8%. Here's why. Here's your framework.

Watchlist name moves >2Οƒ. Agent pulls news, earnings, prediction markets. 3-bullet rationale + decision framework.

Event-driven 3–5Γ—/dayv1.5
06

Megatrend Radar

The 10 big arcs. Who's exposed. Where it correlates.

AI infra, GLP-1s, nuclear, defence, private credit, stablecoins… listed + private players, correlation heat-map.

Monday 07:00 SGTv2
07

Macro-Event Probability Agent

Fed cuts 50bp β€” probability + sector sensitivities.

Polymarket + Kalshi odds on 15–25 tracked events. Sector sensitivity tables. Alerts on probability shifts.

Live + 07:00 digestv1.5
08

Alts-Doc Pipeline

The email folder fills. The database stays current.

Capital calls, K-1s, quarterlies auto-extracted, classified, reconciled. Anomalies flagged. 30-day cash forecast.

Continuous + 18:00 digestv2 Β· FO/MFO win
09

Client Comms Drafter

One idea β†’ IC memo + client letter + WhatsApp.

Drafts three versions in your CIO voice. Every one watermarked "DRAFT β€” FOR REVIEW." You approve, it sends.

1–5Γ—/dayStandalone v1
10

Compliance Co-Pilot (MAS)

Part-time compliance officer, infinite capacity.

Scans outgoing docs. KYC calendar. CRS/FATCA pre-fill. MAS returns drafted. Veritas-ready AI register.

ContinuousMAS-required Β· v1
Reclaimed per person 10 hours a week, every week
520+ hrs/year
02.5

Beyond the 10 β€” your whole business on AIOS

The 10 skills above are wealth-specific. AIOS is an AI Operating System for your whole business β€” another 16 skills come bundled, plus custom development for whatever is unique to your firm.

10
Wealth-specific skills The 10 above β€” macro, signals, alts, comms, compliance
+ 16
General business skills bundled in Marketing, sales, client service, admin, finance β€” listed below
+ ∞
Unlimited custom skills Anaboo builds skills specific to your firm on top of the 26 bundled
=
A truly custom AI for your business Not a generic template. Built around how you actually work.

The 16 general business skills (bundled)

Marketing & Content

  • Blog writer
  • SEO writer
  • Social media poster (LinkedIn + X)
  • Email campaign writer

Sales & Proposals

  • Proposal writer
  • Follow-up emailer
  • Lead qualifier

Client Service

  • Ticket responder
  • Complaint handler (MAS-aware)
  • FAQ updater

Admin & Reporting

  • Meeting scheduler
  • Daily briefing
  • Report compiler
  • CRM updater

Finance

  • Invoice generator
  • Expense tracker
"You don't adapt your business to the software. We adapt the system to your business." The Anaboo implementation philosophy
03

A typical day, reimagined

Find your persona. See where your day changes.

Asset Manager β€” institutional PM, boutique or mid-size firm

Today
06:30Wake, scan overnight, 5 tabs
09:00SGX open. Interrupted each name move
11:00Earnings call, notes manually
17:00Compile weekly Mag10 update
23:00Still writing client notes
With AIOS
06:30Pre-market brief on phone (Skill 1)
09:00Move-to-Meaning pings >2Οƒ moves (Skill 5)
11:00Transcript + sentiment auto-flow
17:00Mag10 auto-queues, 5 min review (Skill 3)
23:00Draft in your voice, DRAFT, ready (Skill 9)

~2 hours/day β€” 10+ hours a week. You don't go to bed behind.

External Asset Manager β€” boutique, client-facing, multi-custodian

Today
08:303 custodian portals, 40 clients
09:30Client meeting, 3 alts unknown
14:004 capital calls, 2 K-1s, quarterly
15:30Draft 12 client WhatsApps
18:30Compliance log, re-KYC, CRS
With AIOS
08:30Consolidated view, one screen
09:30Pre-briefed on phone walking in
14:00Pipeline extracted, anomaly flagged (Skill 8)
15:3012 drafts in voice, 20 min (Skill 9)
18:30Flags + CRS pre-filled, 5 min (Skill 10)

~2 hours/day β€” 10+ hours a week. Your weekends come back.

Wealth Manager β€” advisor at private bank or independent

Today
08:30Prep 3 client meetings from CRM
09:303 meetings, mountain of follow-ups
14:00Proposals, follow-ups, emails
16:00KYC, compliance, suitability
With AIOS
08:30Briefs pre-drafted on mobile (Skill 1)
09:30Better prepared. No-one forgotten
14:00Follow-ups drafting in background (Skill 9)
16:00Compliance queue shows what's due (Skill 10)

~2 hours/day β€” 10 hours a week. Every client feels remembered.

Single Family Office β€” CIO or principal's advisor

Today
07:004 custodians + direct + RE + cash
08:30Principal asks, search 6 sources
13:00Ops hell: 7 calls, K-1s, quarterly
16:00Quarterly narrative manually
With AIOS
07:00Consolidated view, one screen
08:303 structures pre-briefed (Skills 1, 6)
13:00Wire queue + anomaly review only (Skill 8)
16:00Narrative drafted in principal's style (Skill 9)

~2 hours/day β€” 10+ hours a week. The principal's questions are answered before they're asked.

Multi-Family Office β€” team serving multiple principals

Today
07:00Positions across 5 families
09:00Client queries manually
13:00Ops Γ— 5 families, 3 ops staff
16:00Quarterly Γ— 3 days per family
With AIOS
07:00Consolidated per-family, variances flagged
09:00Queries auto-drafted per family (Skill 9)
13:001 ops = old team of 3 (Skill 8)
16:00Reports draft themselves, board-ready (Skill 9)

10+ hours a week per person, compounded across the team. One MFO team = 40% more families, no new staff.

04

MAS-first by design

Compliance isn't bolted on. It's the spine of the product.

DRAFT watermark on every output

No client-destined letter, email, WhatsApp, or proposal leaves the system without human sign-off by a licensed representative. Structural, not optional.

Veritas-ready AI use-case register

Per-firm, per-skill, exportable for MAS inspection. Meets materiality-classification in P017-2025 (effective 2026).

Full audit trail

Who prompted. What data. What model. What output. Who signed off. Retained for MAS-required minimum retention.

Model and prompt versioning

If an output is ever questioned, we reproduce exactly what model and exactly what prompt created it. "Why did the AI say that?" has a real answer.

Vendor due-diligence pack

SOC 2 equivalent. Model cards. Data flow. Incident policy. Onboard AIOS under MAS outsourcing in a day, not months.

Data residency β€” Singapore option

Where data must not leave Singapore, AIOS offers in-country deployment with zero-retention API configurations.

The compliance-officer test

If your Head of Compliance takes one look and says "no way," we've built the wrong product. AIOS is engineered so the answer is "show me the audit log" β€” and then "fine, we can work with this."

05

The roadmap

Transparent phasing. What ships when. No surprises.

v1

0–3 months

Skills 1, 2, 3, 9, 10

  • Public data only: YouTube, X, Reddit, news APIs
  • SMTP + WhatsApp Business
  • Zero custody plumbing
  • Pilot-ready on your workflow in 90 days
v1.5

3–6 months

Skills 4, 5, 7

  • Polygon.io market data
  • Interactive Brokers APIs
  • Polymarket + Kalshi feeds
  • MAS-filing draft generation
v2

6–12 months

Skills 6, 8 + custody

  • Two anchor custodian integrations
  • DBS / SCB / UBS / Julius Baer / BOS / CS
  • PitchBook / Crunchbase for private markets
  • Cohort custodians prioritised

What we will not assume in v1

  • Bloomberg API. Six-figure annual, gated. Not in v1. You keep your terminal.
  • FactSet / Refinitiv. Same.
  • BlackRock Aladdin. Out of scope for this segment.
  • Direct custodian SWIFT feeds. v2 only, per custodian.

Join the Q2 2026 pilot

10 firms. Hand-picked for fit. Direct line to Brett.

Pilot pricing

Significantly below v1 launch pricing. Price locked for 24 months.

Shape v1.5 and v2

Quarterly roadmap sessions. Your daily friction becomes the next release.

Custodian priority

When we pick v2 anchor custodians, pilot-member custodians go first.

Direct line to Brett

Not a support queue. WhatsApp, email, or a 30-minute call, weekly.

MAS-readiness pack

Outsourcing docs + vendor due-diligence + optional SG counsel memo at cost.

What we ask

3 Γ— 30-min shadow sessions. Monthly feedback. One case study at pilot end.

Ready to talk?

Call Brett direct, email, or download the full pack and send marked-up feedback.