AI that explains everything and invents nothing
Our operating rule is mechanical, not aspirational: the AI may narrate, analyze, and recommend — but it may never originate a financial figure. Every number traces to a deterministic computation, a market feed, or a document you've confirmed. Automated grounding checks enforce it on every output, and a human advisor gates every material decision.
Every AI-wealth product says “AI-powered.” Only Norwo can say our AI is forbidden from inventing a number.
Portfolio Intelligence
Continuous analysis of your full balance sheet: concentration breaches against your own policy, idle cash, factor drift, rebalancing opportunities — explained in plain language with the math shown.
Cross-Border Awareness
Your entities and residences modeled as one system. When a rule, treaty, or deadline touches your structure, you hear about it from us first.
Deal Flow Curation
Private-market opportunities screened against your risk profile, allocation targets, and liquidity before they ever reach your screen.
Wealth Simulation
Model the decisions that actually keep you up at night — an exit, a relocation, an option exercise — and see each path's effect on your trajectory.
Ask Norwo
Ask anything about your own wealth and get a grounded answer with its sources — your statements, your filings, live market data. Not a chatbot's opinion.
Weekly Briefing
A Monday digest — text and audio — of what changed in your world and what, if anything, deserves a decision. Designed to be read in four minutes.
Insights that analysts charge $500/hour for
Norwo AI continuously monitors your portfolio for concentration risk, correlation spikes, factor exposures, and rebalancing triggers — delivering institutional-quality analysis on demand.
Concentration Alerts
Warns when a single position, sector, or geography exceeds your risk thresholds — with specific recommendations to rebalance.
Tax Alpha Detection
Scans daily for tax-loss harvesting opportunities, wash sale risks, and optimal lot selection for sales.
Tech concentration at 38%
Your combined public + private tech exposure exceeds your 30% target. Consider trimming the position and rotating into healthcare or industrials.
View Recommendation →$12K harvesting opportunity
Two positions show unrealized losses that can offset this quarter's capital gains.
Execute Harvest →Portfolio up 14.2% YTD
Outperforming your blended benchmark by 2.1%. Primary drivers: overweight private credit and EM equity selection.
View Attribution →Illustrative demo data.
Screened against your profile. Only the relevant survive.
Norwo AI evaluates every private market opportunity against your allocation targets, risk profile, liquidity constraints, and existing exposure — surfacing only what genuinely fits your portfolio.
Multi-Dimensional Fit Scoring
Each opportunity scored on strategy fit, manager quality, vintage diversification, fee efficiency, and liquidity alignment.
GP Diligence Summaries
AI-generated summaries of fund manager track records, team stability, and strategy evolution — sourced from the diligence file, not invented.
Top match: a senior-secured private credit fund with quarterly redemptions. Shall I pull up the full diligence summary and its sources?
Illustrative demo data.
Model your future before you commit
Considering a relocation, an option exercise, or an exit? Norwo AI models the financial impact of major decisions across your entire wealth picture — taxes, cash flow, estate implications, and more.
Scenario Comparison
Run multiple scenarios side by side — “What if I relocate vs. stay?” or “What if I exercise now vs. later?”
Monte Carlo Projections
Market simulations applied to your specific portfolio and cash flow — showing probability-weighted outcomes, not just best-case fantasies.
Illustrative demo data.
Trained where it matters: inside a working family office
Norwo's intelligence learns from the real workflows of our multi-family office — how senior allocators actually consolidate, diligence, structure, and decide for $650M of family capital. Human judgment isn't replaced; it's encoded, checked, and scaled. Where regulation requires a human sign-off, there is one — visibly, in the product.
Intelligence that works
while you don't
Request access and see how Norwo AI transforms the way you think about your wealth.
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