Wealth managers and private banks
Tokenised asset accounts for every client, without a DeFi operations desk.
Investment authority and suitability remain with your firm. Each client gets a mandate-controlled account under your custodian; your model portfolio is prepared across every eligible account by agents; advisers approve within the granularity your policy sets; each client's statement comes from the same record.
The model portfolio moves 5% from a stablecoin yield position into a tokenised treasury fund.
Of 412 client accounts following the model, 380 have the fund in their eligible universe. 32 do not; they are listed separately with the reason.
Each eligible account gets its own proposal sized to its balance and checked against its own limits. 7 are held for a limit breach and routed as exceptions.
Advisers approve per account, or per client group where the institution's approval policy permits. Each approval is recorded individually.
Instructions execute under the custodian's permissions. Fills and positions reconcile to each account's statement the same day.
Proposals, exceptions, approvals and executions per account, on one ledger, with the model and mandate versions that applied.
Works with the AI your advisers use
Using Claude for Financial Advisors? Add tokenised assets to what it can do.
Claude for Financial Advisors orchestrates the systems an adviser already runs - custody, portfolio management, planning, analytics - and puts skills on top. It does not hold accounts or execute; it connects to systems that do. Brava is that system for tokenised assets.
Connected as one more system, Brava gives the adviser's AI a mandate-controlled tokenised asset account for every client under your custodian. The AI proposes the model change in the tool the adviser already uses; Brava provides the accounts, the eligibility checks, the prepared transactions, the execution and the statement; the adviser approves. Nothing about the adviser's day changes except what their clients can hold.
The orchestrator
Claude for Financial Advisors, your own AI platform, or any MCP client. It proposes; it never signs.
Brava, as a connector
Accounts, mandates, eligibility, execution, record - exposed over MCP with a skill set your compliance function can read.
Your custodian
Holds every key. Approves each mandate. Unchanged.
Claude orchestrates the adviser's systems. Brava is the system for tokenised assets.
What your firm can offer.
Stablecoin yield
Client cash into tokenised money market funds and allowlisted venues inside each client's mandate, exit routes verified before entry.
Tokenised funds
Eligibility per account, subscription and redemption workflows, positions on the client statement. Availability depends on venue onboarding of your firm.
Model portfolios across accounts
One change prepared for every eligible account, exceptions separated, approvals recorded individually.
Indices and baskets
Accounts follow a licensed index or basket, rebalanced by agents inside the mandate, performance reported against the benchmark. Providers named as licences are signed.
Reporting
Daily valuation and reconciliation per account, statements and administrator feeds from one record.
Custody and approvals
Supported custody integrations and the approval model are configured to your policy. Advisers approve; agents prepare.
The mandate encodes your policy; the account enforces it; agents work within it. Onboarding is confirmed at assessment: your custodian, the approval model in your terms, and what changes for an adviser's day - approvals in the tool they already use, statements from one record.
Discuss the first product for your clients.
A short call to define the product, the custodian and the approval model. The output is a shared page describing where the account, the mandate and the record would sit.