Moxo is an AI workflow automation platform for wealth management operations. Moxo runs the multi-step processes of wealth management with humans and AI agents in the same flow. AI agents handle the operational work: preparing account-opening paperwork, validating documents before they go to the custodian, extracting data from client statements, routing tasks, and chasing missing signatures. Advisors and their teams make the decisions that need judgment — money-movement approvals, account sign-offs, exceptions — and stay accountable for every one, with a full record of who decided what and when.

Firms build workflows by describing them in plain language, and build self-learning AI agents or bring their own. Flows handle whatever the process throws at them: branches, exceptions, escalations. Clients, their CPAs and attorneys, and the back office take their steps through branded portals with no logins to create, so client onboarding, account transfers, annual reviews, and planning data gathering run end to end instead of stalling in email.

Moxo is used wherever recurring, multi-party work crosses departments or company walls — wealth management firms, RIAs, and private banks use it to cut cycle time on the operations that run the business, with SOC 2 Type II, GDPR compliance, SSO, and audit trails built in, so every step is documented when compliance asks.