milissa.gravois
Acronym
Subatomic
Product ID
Subatomic_IQ
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Description
The unified data foundation that powers AI in wealth management
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Details
- Everyone's buying AI. Smart firms are hiring it. Subatomic delivers AI Co-Workers trained on your playbooks, working inside your existing systems — handling the operational work so your advisors don't have to.
- Three components. One complete offering. Subatomic IQ unifies your data foundation. AI Co-Workers handle the operational work your team shouldn't be doing. Deep Lens logs every action for a full audit trail. Built for regulated wealth management firms.
- Most AI tools automate on top of disconnected data. We start with the foundation. Subatomic builds your unified data layer first, then deploys AI Co-Workers on top — owned by you, working inside the systems your firm already runs on.
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Details
- Everyone's buying AI. Smart firms are hiring it. Subatomic IQ is the data and context infrastructure that makes AI Co-Workers actually work — connecting your CRM, custodian, and planning tools into one unified layer your team can finally trust.
- Your firm runs 10+ systems that don't talk to each other. Subatomic IQ unifies them — semantic memory, cognitive reasoning, and a full audit trail through Deep Lens. AI Co-Workers operate on connected, accurate data instead of the mess underneath.
- Built for regulated environments. Subatomic IQ pairs a unified data layer with human-in-the-loop validation, a knowledge graph trained on your firm's rules, and full execution logging. AI that operates the way compliance teams need it to.
Features
- Connects CRM, custodian, planning, and docs into one layer
- Structured and unstructured data — built for AI retrieval
- Your firm owns the data — it never leaves your environment
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Management Style
Schwab Products
Solution