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@WealthTechPros

WealthTech Pros

Accelerating wealth management into the digital age through low-effort platform migration
README.md

WealthTech Pros

AI-native technology for UK wealth management.

wealthtechpros.com

WealthTech Pros is a consulting and product company helping UK wealth management firms adopt AI safely, migrate platforms, and automate the manual data work that sits between platforms and advisers.

What we do

  • AI code governance — SGE (Specification-Governed Engineering): a framework and GitHub App that keep AI-generated code coherent, traceable, and auditable, so regulated firms can adopt AI coding tools with confidence.
  • Platform migration & client data — FCA-aware platform migration and dual-perspective management information, built on an aggregated data spine across UK investment platforms.
  • Data & adviser automation — connectors and assistants that surface client and asset data to advisers without bespoke vendor integrations.

In the open

  • sge-public — public distribution of the SGE methodology
  • adviser-mcp — authenticated, audited MCP server for adviser tooling

Interested in working with us? Visit wealthtechpros.com.

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  1. status status Public

    WTP service status page

    Markdown

  2. .github .github Public

    WealthTech Pros — public organisation profile.

  3. sge-public sge-public Public

    SGD (Specification-Governed Development) — public, redacted distribution. AI code-governance methodology with IP-sensitive platform internals removed.

    Shell

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