Agentic wealth
Nine systems hold nine copies of every household. WilliamFrank is one integrated set of agentic rails for a wealth team, built in the open with a small founding consortium of advisors.
Version one, in one minute
One interface for every view. An agent for every person. A record where nothing is deleted.
A capture of the frozen v0.4 design on seeded data, narrated. Version one is in build.
The thesis
Wealth management has none of the three. Every application keeps its own copy of the household, and reconciliation is not shared.
One record of the household that every program reads from and writes to.
Today: every address typed a second time is a place the record forked.They share the state instead of passing files.
Today: the planning software waits for tomorrow's file from the custodian.One place to work. One interface.
Today: the client confirms the same address in multiple portals.Ask how many systems a household lives in. Then ask what gets re-entered at each step.
The harness
The work that does not need judgment runs without a person. The work that requires judgment is organized and tasked to the right person.
The founding consortium
Three main value propositions.
No fee, no rebuild on your own dime. The cost of your seat is ours.
Your clients, your fee. We provide the AI harness your team works in.
A pool of the company's equity is reserved for founding advisors. Your allocation follows the assets you bring onto the rails.
The structure is written out here. The figures are shared one-to-one.
Who it is for
Wealth teams who see the administrative inefficiencies, and how AI will unlock what ought to exist in this industry.
What you get
Your own agent, mail and calendar connected the day you join, a household ledger with a source on every fact, and Bill in the loop weekly.
What we ask
Bring your households, use it, and tell us what is wrong.
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Every application gets a reply.
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Essays and podcast
Each essay has an episode.
An operating system does three things. Wealth management has none of them.
One person designed a working prototype in nine weeks, without writing code.
Three jobs an agent carries, and why only one of them runs on overnight data.
Advisors are hitting the administrative ceiling, several floors below the relationship one.
Overhead rises with size, and doubling revenue has historically bought one point of it.
WilliamFrank — the agent
WilliamFrank is the agent that works alongside Bill, and the kind every person gets. Ask it about the essays or the thesis; it answers with sources.
In person
For advisors, planners, CPAs and practice owners: what agentic AI changes, and what stays human.
Details and request a seat →For investors and operators: the economics of agentic wealth, uncertainty included.
Details and request a seat →