Institutional-grade compliance without the institutional team.
Independent wealth managers face the same regulators as banks — without the same compliance budget. Wecan gives you a complete compliance platform that scales with your firm, not against it.
Three problems we hear in every room.
Same rules, smaller team
You face the same obligations as a bank — but with a handful of people. Compliance shouldn't mean trading off client time for paperwork.
Different rules at every custodian
Each custodian asks for KYC in its own format. Duplicating the same client data across three banks is a tax on every relationship.
A file that must always hold up
Supervisory audits are scheduled — but spot checks aren't. Your client files need to be defensible on any given Monday.
The three moments of truth, applied to your segment.
Institutional compliance — without growing your team.
AI extracts data from any document, drafts the file, runs the screening, surfaces the risks. Your team reviews and approves. The platform handles the rest — so a 5-person firm can deliver the rigour of a 50-person one.
"Wecan facilitates the daily life of our customers by reducing their operational work while allowing secure information sharing between stakeholders."
Regulations covered out of the box.
Built for external asset managers. Built for you.
Tell us a bit about your context — we'll tailor the demo.