Platform partnerships
White-label investment research for wealth platforms
Wealth platforms can offer Reuben AI research and diligence under their own brand, so advisers and clients see private markets opportunities assessed against each mandate with sources attached. The platform keeps the client relationship; Reuben AI supplies the continuous research and decision record.
What advisers and clients get
Advisers see each private markets opportunity checked against the client's mandate, with the evidence and the reasoning retained, so a recommendation can be explained later.
Research continues after the first look: new information is added to the same record rather than starting a fresh file.
How it is distributed
Run the full surface under your brand and domain, embed components into adviser tools, or call the API. Deployment is agreed in a scoped partnership.
Reuben AI supplies research, diligence and the decision record. It does not settle transactions, administer funds or provide investment advice; those responsibilities stay with the platform and its licensed providers.
What the platform can gain
A broader research proposition for advisers without building a private markets research function from scratch, and one record that supports later review.
Frequently asked
Can a wealth platform white-label Reuben AI research?
Yes. The full surface can run under the platform's brand and domain, or components can be embedded into adviser tools.
Does Reuben AI give advice to end clients?
No. Advice stays with the platform and its advisers. Reuben AI supplies research, diligence and the evidence record.
How is research tailored to each client?
Each tenant or mandate is written down, and opportunities are assessed against it rather than a shared filter.
Where is data stored?
Australia by default. Other regions are available for enterprise clients and partners, agreed during onboarding.
Is this suitable for RIAs in the US?
Yes, through a partnership. Source-linked records can support review under the SEC Marketing Rule and Rule 204-2; compliance stays with the adviser.
How do we start?
Book a partnership conversation to scope advisers, mandates and the integration shape.