Corvair Knowledge Substrate / Domain Partner Content
Wealth Management Virtual Expert
Led by the Relationship Manager, Investment Advisor, and Wealth Planner roles
A licensed co-pilot and chatbot for wealth management, trained on a commercial-grade body of investment, fiduciary, and wealth-planning knowledge, to help your people learn, explore, and decide. Ask it in plain language or search the repository directly, and connect that same repository to your tools and agents through an MCP server or API. Produced and kept current by a named domain partner, and blended with your institution's own knowledge.
Subscription content from [Wealth knowledge partner]. The licensed knowledge is produced and maintained by a named wealth-management knowledge partner, then packaged and delivered by Corvair as a subscription.
What it is
A co-pilot and chatbot, trained on the licensed wealth-management repository, that helps relationship managers, advisors, and planners learn the domain and explore it in plain language. It both searches the repository and answers questions from it, with citations and a Validity Warrant on every answer. The repository is also a building block: connect it to your other tools and agents, or build on it directly.
Co-pilot and chatbot
Learn, explore, and ask in plain language, at the desk.
Search and Q&A
Retrieve and answer over the licensed repository, with cited sources.
MCP server and secure API
Power Cowork, Codex, or your own applications with the repository.
Available as Claude skills
Packaged ready to use, with custom skills developed to order.
What the virtual expert knows how to do
01Investment and portfolio analysis
Risk-return under Modern Portfolio Theory and Black-Litterman.
02Structured product evaluation
Payoff, complexity, and suitability of FCNs, ELNs, and alternatives.
03Wealth planning and trust modelling
Capital preservation, estate tax, and tax-aware succession.
04Fiduciary suitability verification
Checked against risk profile, horizon, and cross-border limits.
05Source of wealth and EDD
Verify asset origins by country and asset class.
06Cross-border tax and reporting
Holdings checked against CRS, FATCA, and transfer standards.
07Markets and house-view context
Asset-class outlook, allocation guidance, rebalancing triggers.
08Client discovery and next best action
Discovery frameworks, life-event and review playbooks.
A typical interaction
Wealth Management Virtual Expert · co-pilot · chatbot · API
Relationship Manager
Is this 18-month FCN suitable for a moderate-risk client with a 3-year horizon?
Wealth Management Virtual Expert
Not as a core holding. The autocall's downside-breach probability sits above a moderate profile, so cap exposure near 5% and record the suitability rationale.
Grounded in structured-product matrices and fiduciary playbooks · Validity Warrant issued
From the partner's desk to a warranted answer
01 AuthoredThe standards
The partner's practitioners write the standards, models, and playbooks.
02 CuratedTrust-scored
Corvair ingests, structures, and scores every source for trust.
03 VersionedDated releases
Shipped as dated releases you can pin, replay, and roll back.
04 GroundsThe expert
Each answer is traced to licensed content, with a Validity Warrant.
Reference databases
- Portfolio optimisation and allocation models: risk-return tables, correlation matrices, frameworks.
- Structured product payoff matrices: payoff indexes and suitability for FCNs, ELNs, convertibles.
- Fiduciary standard playbooks: suitability checklists mapped to SEC Reg BI, FINRA 2111, MiFID II.
- Enhanced due diligence (EDD) checklists: verify wealth origins by country and asset class.
- Global wealth structuring and tax guides: trust configurations, CRS, and FATCA.
How-to guides
- Portfolio optimisation and MPT handbooks: covariance modelling, efficient frontiers, rebalancing.
- HNW source-of-wealth audit methods: how to verify wealth origins, with acceptable documentation.
- Trust and succession reference manuals: onshore and offshore trusts, PTCs, and family offices.
- Fiduciary suitability documentation checklists: compliant statements for Reg BI and MiFID II.
- Cross-border advisory runbooks: pathways and limits for serving clients across borders.
In the substrate these map onto typed-knowledge families: reference data, models and formulas, frameworks and crosswalks, cases and precedents, and templates and clause libraries.
What always-current, shared knowledge delivers
Consistent across every desk
Every RM, advisor, and planner draws on one expert source, so advice does not vary by who is asked.
Confidence
Sources are up-to-date, regularly refreshed, and available to everyone.
Faster to competence
New joiners ramp in weeks, not quarters, against an authoritative, vetted backbone.
Defensible by default
Suitability and conduct checks are built in, and every answer carries a Validity Warrant.
Curated periodically, and recombined. Domain partner content (capabilities, reference databases, how-to guides) plus your institutional knowledge plus each user's libraries combine into a governed blend, trust-scored, with a Validity Warrant on every answer. The partner re-curates and re-publishes on a regular cadence, and each versioned release is recombined automatically, without disturbing your institutional or local content.