Drusus for Wealth Management
The analytical instrument for the firm whose clients expect the depth of a private bank.
Wealth management is, at its core, the work of accommodating each client's objectives against the available instruments and the constraints of risk appetite, tax position, and time horizon. The work demands analytical depth: scenario modelling that respects the client's actual time horizon, risk computation on positions actually held, and the verified market context that supports defensible recommendations.
The available tools serve this work unevenly. The institutional terminals are priced for the scaled private bank; the consumer applications fall short of the analytical standard the work requires. Drusus is built for the firm that sits between, providing institutional analytical depth at a cost that scales sensibly with the size of the practice.
Capabilities
The Drusus features most relevant to work in this domain.
Monte Carlo scenario modelling
Multi-decade projections on client portfolios with rolling correlation and realistic withdrawal modelling, suitable for the generational time horizons wealth management work properly addresses.
Value-at-Risk analysis
Proper VaR computation with modelled correlations rather than the constant-correlation approximations of cheaper tools, capable of producing the institutional-grade risk reports that sophisticated clients now expect.
Cross-market portfolio analytics
For clients with international holdings, the platform reconciles cross-listings, FX, and time-zone conventions properly, surfacing the analytical view the holdings actually warrant.
Client-communication foundation
Drusus Daily provides the verified market context from which weekly client notes and quarterly reviews can be drafted with the figures certain to be correct.
AI analyst for in-meeting support
When a client question arises that warrants a real answer rather than a parked one, the AI analyst is a discreet second screen away with verified data.
Where Drusus Fits in the Workflow
Drusus is positioned for the pre-meeting preparation, in-meeting support, weekly client communication, and quarterly review functions of the wealth manager's work. It is not an alternative to your CRM, your portfolio management system, or your compliance tooling; it is an analytical instrument that sits alongside these.
Most wealth managers using Drusus do so at the Strategist tier (£79 per month per user), with larger multi-advisor firms moving to Institution (£299 per month per user) for the priority support and the highest-grade AI model.
What This Is Not
Drusus is not a portfolio management system, a CRM, a regulatory reporting tool, or a substitute for the regulated advice you provide. It is an analytical instrument that augments your existing infrastructure.