Perception.

The AI Workspace for Wealth Management

Spend less time on admin work and more time doing the work that only Wealth Managers can do. Perception frees you up to move faster, and deliver better results for your clients.

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Meeting transcript
You: I've noted down your risk exposure and preferences to industries, once we open the account I'll send over a portfolio allocation proposal.
Client: That sounds great. Let me know when you get my account setup and I'll send the wire transfer.
You: Perfect. I'll open your account and send you the details by end of day.