14-day sandbox pilots open in SG and HK

The AI wealth copilot for boutique EAMs and independent advisers.

OCBC alone is spending S$1 billion a year on AI-native wealth tools to win the next generation of clients. Charlie gives independent firms the same digital fluency, so one adviser can serve 300+ mass affluent households instead of 80.

Request a demo See the platform
Charlie assistant drafting a Q3 client review with a tax-drag audit table, a cost-of-panic chart comparing holding versus selling at the trough, and a feed of open-market insider purchases.
Illustrative interface with sample data. Swipe to see more.
300+

households per adviser, up from 80.

Seconds

to draft a client review that used to take three hours.

Zero

advisory discretion. Every output is a draft for your licensed advisers.

Platform

Three modules, one adviser workflow.

Charlie plugs into the platform your advisers already use and handles the work that makes smaller accounts unprofitable to serve.

Reporting

Advisor Co-Pilot

Branded portfolio reviews drafted in seconds, ready for adviser sign-off.

Rule-based administrative software on adviser-configured parameters.

Research

Market Signal Tracker

SEC Form 4, HKEX DI and SGX disclosures, filtered down to open-market C-suite purchases.

Factual regulatory data aggregation. No price targets or recommendations.

Client conversations

Anti-Panic Visualizer

Historical recovery paths and cost-of-panic figures for each client's actual allocation, not a generic index.

Non-advisory historical data visualization. No buy or sell recommendations.

Compliance

Every output is a draft. Your licensed advisers review, adjust and approve. Charlie holds zero advisory discretion.

Founder

Built by a practitioner.

Amber Liang led AI adoption for one of ASEAN's largest banking groups, after product leadership roles at Alibaba across APAC markets. She also founded Adaptive Intelligence, an AI product studio building agentic strategies for Fortune 500 companies and fintechs in the region. Charlie is an extension of that practice, purpose-built for wealth management.

She built Charlie's behavioral guardrail frameworks, including its gate-based decision system and anti-panic architecture, to manage her own portfolio first. That makes her the first user of the software. Amber understands the regulatory line between software analytics and financial advice because she has operated on both sides of it.

Amber Liang Founder, Charlie AI for Wealth Management · Based in Singapore, serving SG and Greater China
Pilot

Request a demo.

See Charlie on your own book. Pilots run as a 14-day software sandbox with no integration work up front.

Prefer email? amber@adptv.xyz

Amber replies personally. Your details are used only to arrange the demo.