A complete firm record
Households, relationships, documents, communication and work live in one connected layer. Less hunting. Fewer handoffs. A clearer next action.
AI-native wealth platform · Long-term RIA partner
Technology that learns your firm. A partner that values what you built.
Perpetual gives independent advisers an AI-native system of record and a workflow studio that adapts to how they already work. Start with the technology. If there is a fit, we can build the next chapter together.
No Contract. No acquisition conversation unless you want one.
One operating layer
Stop adapting your firm to a dozen disconnected tools.
Advisers still move client data through browser tabs, spreadsheets, downloads and uploads. Perpetual starts with a shared system of record, then turns the way your team works into reliable, reusable recipes.
Client contextTasks and serviceReusable workflowsFirm knowledge
AI workflow studio
The studio learns the workflows your advisers and operations team actually use, then turns them into recipes the firm can save, run and improve.
AI adapts to the adviser, not the reverse.Custodian to client
Keep custody where it belongs. Perpetual connects account data, client context and your firm's playbook, then turns them into adviser-ready work and a clearer client experience.
A lower-risk first step
Let the work prove the fit.
Before you rethink ownership, see what the technology does inside your firm.
- 1
Working session
Show us one costly, repetitive workflow. We map it with your team and agree on a narrow test.
- 2
Live pilot
We deploy the workflow, measure where it helps, and let your advisers decide whether it fits their culture.
- 3
Your call
Continue for a paid month, explore a broader partnership, or stop. No foul. No forced bundle.
For independent RIA owners
Two ways to compound what you built.
Perpetual can be your technology partner and, when the time is right, a buyer or long-term capital partner. You get to test the operating model before making an ownership decision.
For firms considering RIA succession, an RIA sale or a strategic partner, that creates a different process: start with the work, protect client continuity, and decide from evidence rather than a pitch.
Today
Keep building
- Run the pilot
- Make workflows repeatable
- Give advisers time back
- Keep your options open
When ready
Explore partnership
- Protect client relationships
- Keep useful firm identity
- Align on continued growth
- Share in the upside you help create
A clear data boundary
Your client data is not the product.
Client data does not train foundation models. It stays inside the approved operating environment and is used only to support the work in front of your team.
The M&A team does not get access to client or firm data through a pilot. Anything shared for a partnership discussion is separately approved by the firm.
One connected operating surface
From custodian to client.
Custody stays with Schwab, Fidelity or Altruist. Perpetual turns the data and work around those accounts into one continuous experience for the firm, the adviser and the client.
Foundation
Custody + firm systems
Accounts, holdings, CRM, documents, email and calendar remain connected to their source.
Perpetual intelligence layer
One record. One firm playbook.
Client context is synthesized with source traceability. Workflows follow your standards, surface the next action and keep a human in review.
Adviser + client experience
More of the relationship in one place.
Prepare, decide, act and communicate without rebuilding the client picture in every tool.
Prepare Briefings + reviewsAdvise Planning + scenariosAct Service + follow-throughShare Reporting + client view
Built from the client record, not a blank prompt. Every adviser starts with the same complete context and the firm's best process.
Financial planning, reporting, tax, estate and alternatives are the product path. They are shown as direction, not as live claims today.
Built for 2–3 partner firms, not hundreds