Financial advisory is a regulated profession. Your AI must operate within the same regulatory boundaries as your advisors — AMF registration, CIF obligations, GDPR, MiFID II suitability. MeetLoyd ensures it does.
Financial advisory requires registration (AMF/CIF in France, FCA in UK, SEC/FINRA in US). Your AI must comply with the same obligations as your licensed professionals.
MiFID II requires suitability assessment before any investment recommendation. An AI agent making suggestions without proper checks violates Art. 25.
MiFID II Art. 25HNWI patrimony data sent to a general-purpose LLM? That's a GDPR breach AND a professional secret violation. Every interaction must be BYOK and auditable.
Professional SecretWhen the AMF asks "show me every AI-assisted recommendation in the last 12 months," you need a complete, tamper-evident audit trail. Not a chat history.
AMF ControlsA complete wealth management solution built on MeetLoyd's Vertical SDK. Not a demo — a production system with real tax calculations, portfolio consolidation, and regulatory compliance.
Expert wealth management advisor with French tax optimization, multi-jurisdiction analysis, and succession planning. Every recommendation logged with Chain-of-Thought reasoning.
Patrimony consolidation — Aggregate all holdings (real estate, securities, insurance, equity comp) in one view with real-time valuations.
Tax simulation — Compare PFU vs barème progressif. Simulate BSPCE exits at different prices. Calculate IFI exposure. Multi-scenario analysis.
Cross-border analysis — FR/US/UK treaty application. Identify double-taxation risks. Quantify credit mechanisms.
Succession planning — Démembrement strategies. Calculate droits de succession per heir. Optimize with assurance-vie, SCI, donation.
Important: The AI agent never gives definitive financial advice. It computes, simulates, and presents options — the registered professional validates and recommends. Every AI-assisted analysis is logged with full Chain-of-Thought reasoning for AMF audit compliance.
AI-augmented advisory for your relationship managers. Portfolio analysis and tax simulation at scale, under your compliance framework.
CIF-registered advisors: leverage AI for patrimony analysis while maintaining your professional obligations. Every recommendation auditable.
Manage multiple family patrimonies with AI-powered consolidation, cross-border tax analysis, and succession planning. One platform, all families.
Book a briefing with our wealth management team. We'll walk through the MFO vertical and the compliance architecture.