Partner archetype

Decision infrastructure for wealth, adviser and private bank platforms

Client demand for private markets is arriving faster than the tooling to support it. Wealth platforms need eligibility and suitability evidence, comparable opportunity information and reporting that sits alongside listed holdings. Reuben AI provides that as an embedded layer under the platform brand.

Advisers are being asked about private markets by clients who have read about them. The adviser platform can usually show a holding once it exists, but the steps before that are harder: confirming eligibility under local rules, comparing opportunities on a consistent basis, recording why a recommendation was appropriate, and keeping the evidence for as long as the regulator expects.

Doing that manually per client does not scale, and doing it inconsistently creates risk that surfaces years later.

An embedded layer standardises those steps. Eligibility evidence is captured once and reused, opportunity information is presented on a consistent structure, the reasoning behind a recommendation is retained with its sources, and private holdings report alongside the rest of the portfolio. The adviser keeps the client. The platform keeps the brand.

What you already own

The adviser and client relationship
Suitability and advice responsibility
Existing portfolio and reporting surfaces
Regulatory permissions in each market

What is missing today

Eligibility evidence captured once and reusable across opportunities
Consistent, comparable information on private opportunities
A retained record of the reasoning behind a recommendation
Private holdings reported alongside listed positions

How the layer applies

Research and decisioning

Assess opportunities against the client mandate and the platform's own criteria.

Diligence and evidence

Retain evidence with sources so a recommendation can be reconstructed later.

Transaction and onboarding workflow

Eligibility, onboarding and subscription workflow inside the platform.

Portfolio and reporting operations

Consolidated reporting across private and existing holdings.

Integration surface

Embedded components inside the adviser workstation
API into the existing client and portfolio records
SSO against the platform identity provider
Residency selection per market

Your surface, your brand

Marketplace

Transaction platform

Registry

Administrator

Adviser platform

Data vendor

White labelEmbedded componentsAPIMCP

Reuben AI decision and operations layer

Mandate screening

Diligence and evidence

Transaction workflow

Portfolio and reporting

One record underneath

Documents

Records

Identity and eligibility

Provenance

The partner keeps the surface, the brand and the client. Reuben AI runs the decision and operations layer underneath, on one record with provenance attached.

Questions from this archetype

Does Reuben AI give advice?

No. Reuben AI is software and is not a licensed adviser. It structures information, retains evidence and runs workflow. Advice and suitability responsibility stay with the licensed adviser.

How does eligibility work across different markets?

Eligibility rules differ by jurisdiction, so the workflow is configured per market and the evidence captured is the evidence that market expects. Regulatory references are cited to primary sources.