Wealth Management · Client Portfolio Growth & Retention

Lift net-new AUM, tighten review cadence on the A/B book, and cut top-tier attrition by half.

Frequently asked questions

What does the Wealth Management · Client Portfolio Growth & Retention blueprint do?

Lift net-new AUM, tighten review cadence on the A/B book, and cut top-tier attrition by half.

What KPIs does the Wealth Management blueprint target?

Net New AUM (LTM) from 70 to ≥ 120 (monthly). A-Book Review Coverage from 78 to 100 (quarterly). A-Book Attrition (LTM) from 4.5 to ≤ 2 (monthly).

How long does the Wealth Management · Client Portfolio Growth & Retention deployment take?

12 weeks.

What systems does the Wealth Management blueprint integrate with?

Integrates with Salesforce / Redtail CRM, Custodian feeds (Schwab/Fidelity/Pershing), Bloomberg / Morningstar Direct, Calendly through the AEROSS Execution Mesh. All writes are credit-metered, CAPS-gated, and audit-stamped.

What regulatory requirements does this blueprint address?

Reg BI / fiduciary-duty documentation; ADV Part 2 disclosures; Books-and-records retention rules All agent actions inherit AEROSS CAPS governance — autonomy ceilings, human approval gates, and a tamper-evident audit log.