Valence
Wealth management platformAn integrated wealth management platform and advisory service combining a proprietary client-centric data model, the Salience agentic AI framework, and dedicated human advisors covering investment management, tax planning, estate planning, retirement income planning, liquidity management and family office accounting.
- Client-centric data model unifying accounts, assets, entities, documents and decisions
- Salience: specialist AI agents watching markets, tax, estate and life events and acting on what matters
- Investment management and portfolio oversight
- Tax, estate, trust and retirement income planning