Private-bank precision. Enterprise-grade compliance. Intelligent client discovery and SoA pre-flight compliance for the next generation of financial advice.
WealthSuite OS connects practice-level efficiency with licensee-level oversight.
Reclaim your time. Capture the fact-find once, keep it in sync with your planning software, and pre-flight every file against compliance checks before advice is prepared.
Absolute oversight, zero friction. Maintain real-time compliance monitoring across your entire network of authorized representatives.
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About Us
WealthSuite OS brings together technology, advice practice, and creative direction to make modern wealth management clearer.
Founder & Lead Architect, WealthSuite OS
A practising General Practitioner (FRACGP) and software architect, Sarvan designs secure, multi-role enterprise infrastructure — bringing clinical-grade data security and workflow automation from healthcare to the Australian financial advisory sector.
Advisory Partner · Partner & Financial Adviser, Davos & Miles
With over 15 years across financial services — from paraplanning and SOA production to partner-level advice — Frank grounds WealthSuite OS in the real workflows of an advice practice, from fact-finding through to compliant document delivery.