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.
"What convinced us in this RFP was the ability to industrialise onboarding and periodic reviews across the entire chain, from the asset manager to the end client, while keeping full control over our data and full transparency over how decisions are produced."
Wecan facilitates the daily life of our customers by reducing their operational work while allowing secure information sharing between stakeholders.
As a private bank on a human scale, we are very close to our GFI partners and their needs. It is important to support them through a visionary digital solution that aims to optimise compliance processes.
At Pleion we have been innovating for 40 years for our clients. It is obvious that new solutions like Wecan are transforming our industry and it makes sense for us to be part of it.
Wecan's innovative, targeted and community-based digital platform will enable us to meet our regulatory requirements in a shorter time, to the benefit of the service provided to our customers.
We take our data security responsibilities seriously and were impressed by Wecan's use of blockchain technology to offer enhanced solutions.
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.