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Built for the
relationship, not
the paperwork

Built for the relationship, not the paperwork

Workflows, daily priorities, estate review, and client meetings in one place, with a vault that files itself. It runs the work between meetings, so you keep the time with the client.

Workflows, daily priorities, estate review, and client meetings in one place, with a vault that files itself. It runs the work between meetings, so you keep the time with the client.

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Our Product

One platform for the whole practice

Every client's financial life in one view, with your team and the system working the same file. The routine runs on its own. The decisions stay with you.

Every client’s financial life in one view, with your team and the system working the same file. The routine runs on its own. The decisions stay with you.

Workflows that run themselves

Onboarding, reviews, amendments. Each starts on a trigger or signal, moves through your team, and waits for you before a client sees it.

See the week before it lands
Trained for wealth, not adapted to it
Built for both sides
Meetings that finish themselves
Training agents
Workflows that run themselves

Onboarding, reviews, amendments. Each starts on a trigger or signal, moves through your team, and waits for you before a client sees it.

See the week before it lands
Trained for wealth, not adapted to it
Built for both sides
Meetings that finish themselves
Training agents

Trust architecture

Built for firms that answer to regulators

We train our own models for wealth, never on your data, and every action inside your tenant is recorded.

Configure the platform to your needs, scaling seamlessly from individual tasks to full team operations.

Your data stays yours

We never train on it. Each firm is isolated and encrypted, with a record of who touched what.

Using custom-trained models

Custom-trained models for wealth, on professionally labeled data, in a closed system.

Implemented, not installed

White-label, workflows built for your firm, and Wealth Engineers who learn how you run first.

Spend less time digging through email and portfolios trying to remember what was already handled, and more time on the conversations that actually grow and deepen client relationship.

Enterprise ready

Made for modern wealth teams and firms

Built to support regulated wealth teams with security, control,
and transparency across every workflow.

Built to support regulated wealth teams with security, control, and transparency across every workflow.

Tailored workflows

A growing catalog of ready workflows, each one configurable to your firm's process and judgment.

Audited & tested

Continuously audited and tested to meet compliance requirements.

Full data visibility

Gain complete visibility into data usage and activity. You have control

Governance & permissions

Manage roles, permissions, and policies across teams.

Single tenant deployment

Dedicated environments ensuring isolation, performance, and control.

End to end encryption

Encrypt data across storage, processing, and communication layers.

Integrated solution

Built for the core stack
you already have.

Your tools hold the data. Lolo does the work of reading signals across the core system and acting on them, without changing how your team operates.

Compliance First

Enterprise-grade
Secure by design

Built with security and compliance embedded at every
layer to protect sensitive Wealth data. We include all default controls that enterprise teams expect: SSO, audit logs, agent tracing, agent identity, IP allow-listing, data lifecycle management, and more.

Built with security and compliance embedded at every layer to protect sensitive Wealth data. We include all default controls that enterprise teams expect: SSO, audit logs, agent tracing, agent identity, IP allow-listing, data lifecycle management, and more.

No training on your data

Modern & secure data practices

End to end encryption

Audited & tested

SOC2

CCPA

ISO 42001 (Underway)

CASA AL2

ENCRYPTED

Everything explained to
help you move forward

All you need to know about the platform, pricing,
security, workflows, and team collaboration.

How does the platform support wealth workflows?
Is my financial data secure and compliant?
Does the platform use custom trained models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using agents?
How does collaboration work across teams?
How far can the tool go, is it moving money?
How does the platform support wealth workflows?
Is my financial data secure and compliant?
Does the platform use custom trained models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using agents?
How does collaboration work across teams?
How far can the tool go, is it moving money?

Move wealth forward with intelligence

Start building smarter workflows with
secure infrastructure and wealth agents.

Start building smarter workflows with
secure infrastructure and wealth agents.

Request a Demo

Ready before your next client asks

Request a Demo