Built for Wealth firms
bold enough to evolve

See Mercury at work

Mercury speaks every firm’s language.

• Private banks

  Turn every advisor’s book into one reviewed view.

  Daily briefingSuitability checksProposal approvalRegulatory reporting

• Family offices

  Turn multi-entity holdings into one consolidated book.

  Consolidated reportingMulti-entity structuresDocument parsingCash & liquidity

• EAMs

  Turn every position your clients hold into research you can act on.

  Market researchInvestment ideasMandate monitoringClient reporting

Make your daily operations effortless

AI does the preparation, you do the deciding.

• Workflows

  Run firm custom workflows

  Build, trigger, and execute custom workflows for office, fund structure, or banking operations targets without writing code.

  New account opening 6 accounts this week ✓

  Forms complete 07:41 Approved 07:58 Account live 08:12
• Client engagement

  Keep every relationship personal

  Power deeper client engagement with AI that translates complex investment strategies into custom insights and visual stories in seconds.

  9:41 ZF Zhang Family Total wealth HK$312.4M +2.4% Equity42% Fixed income27% Alternatives19% Cash12% Investment ideas Today Asia credit at 5.8% — fits this mandate’s duration band
• Performance

  Institutional-grade portfolio tracking

  Track performance in real time, benchmark against custom market indexes, and uncover deeper insights into what’s driving your returns.

  Book AUM US$1.28B across 4 custodians

  68.4%

  Feb Mar Apr May Jun
• Market insight

  Actionable market insights at scale

  Tailored investment strategies surfaced across your entire book in real time.

  HSI vol just spiked — who’s affected? + Tools ↑ Researching the market ✓ Read the HKEX move ✓ Checked barrier levels Pricing 14 notes Vol at 28 — four barriers within 5% Two autocallables likely to knock in this week Distance to barrier Within 5% FCN HSBC ELN Tencent FCN BABA ELN AIA
• Integrations

  Every trusted source, connected

  Custodians, market data, documents and mail, read into one system your team already trusts.

  

Engineered for maximum trust, isolation, and control.

• Evidence your regulator asks for

  Suitability, approval and decision owner, recorded on every proposal.

• Your infrastructure, your rules

  On-prem, your private cloud or ours — the residency your licence requires.

• Your data never leaves your tenancy

  Single-tenant storage. TLS 1.3 in transit, AES-256 at rest, customer-managed keys.

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