For the Wealth Manager Whose Firm is Too Small for Bloomberg
Analytical depth at a price your practice can absorb across the whole desk.
You advise on portfolios of meaningful size. Your clients expect the analytical quality of a private bank, but your firm is too small to support Bloomberg across the desk, and the available alternatives at the prosumer tier are inadequate to the work. The result, in many independent practices, is a hybrid arrangement of half a dozen subscriptions that together approximate what a single proper instrument would provide, at greater cost and less integration. Drusus is designed to replace that arrangement.
What You Will Use Most
- The AI analyst chat, for the questions that arise in client review meetings and that cannot be parked until tomorrow.
- Monte Carlo scenario modelling on the portfolios you manage.
- Value-at-Risk analysis on client positions, computed properly rather than approximated.
- The Strategy Builder, for sketching the structural changes a client review might recommend.
What Distinguishes the Product for You
The depth of risk analytics relative to the price. A proper VaR calculation, with correlations modelled rather than assumed, is the sort of analysis the institutional tools price as a premium add-on. In Drusus it is part of the Strategist tier at £79 per month.
Drusus Daily as a basis for client communication. Many wealth managers send a weekly client note. Drusus Daily provides a verified, institutional-quality basis from which such notes can be written in a fraction of the time, with the figures certain to be correct.
How They Use Drusus
The shape of a typical working pattern for this audience.
Pre-meeting preparation
Before each client review, pull the portfolio into Drusus and run a fresh VaR and Monte Carlo projection. Have the AI analyst summarise the most consequential moves of the period.
In-meeting answer engine
When a client raises a question your model did not anticipate, put it to the AI analyst on a second screen. The verified data context permits you to answer with confidence rather than parking the question for follow-up.
Scenario presentations
For the structural conversations (a retirement income request, a property liquidation, a generational handover), build the scenario in Strategy Builder. Present the modelled outcomes side by side; let the client see the trade-offs.
Weekly client note
Use Drusus Daily as the structural basis for your weekly client communication. The verified figures save you the most error-prone hour of your week.
Quarterly review
Run the same risk analytics across the whole book. Identify which clients are bearing risk inconsistent with their mandate; flag these for review.
An Illustrative Query
The form a typical interaction with the Drusus AI analyst takes for this audience.
Run a Monte Carlo simulation on this portfolio over a five-year horizon assuming a 2.5 per cent annual withdrawal in real terms. What is the probability of preservation of capital in nominal and real terms?
Across 10,000 simulated paths drawn from the historical distribution of returns for the constituent instruments (1985 to present, with rolling correlation), the probability of preserving nominal capital over five years with the stated withdrawal is 84.3 per cent. The probability of preserving real capital, adjusting at 2.5 per cent annual inflation, is 71.7 per cent. The principal risks lie in the equity drawdown scenarios: a 25th-percentile path involves a maximum drawdown of 22 per cent, recovered by year four. The 5th-percentile path involves a drawdown of 38 per cent, not recovered within the horizon. If preservation of real capital is the binding constraint, the modelling suggests the withdrawal rate is at the upper end of what the present allocation can support.
Recommended Tier
Drusus Strategist at £79 per month is the tier built around the wealth-manager use case. It includes the Monte Carlo scenario modelling, Value-at-Risk analysis with proper correlation modelling, and Strategy Builder. If your practice runs across multiple advisors or maintains a more institutional posture, Drusus Institution at £299 per month adds the highest-grade AI model and priority support.