The book of books
Households in a grid — IPS, drift, and a queue that is not email.
Wealth managers need a book: many households, each with a mandate, a cash floor, and a rebalance queue. The advisor mock is four tiles because that is how a Monday morning actually starts. White-label and deeper infrastructure come later; this page is the practitioner desk.
Unit
Household
Queue
Rebalance / IPS
White-label
Later
Access
Waitlist B2B
Advisor BookHousehold A
N$ 1.2m
On plan
Household B
N$ 640k
Rebalance due
Trust C
N$ 3.4m
IPS review
Corp treasury
N$ 8.1m
Cash ladder
Book grid
Status chips: on plan, rebalance due, IPS review, cash ladder.
IPS
The mandate is a document the AI is not allowed to forget.
Analyst per book
The same action list, many entities.
Oversight
Concentration across the book, not only inside a household.
Export
Committee packs and custodian files (planned).
Family offices
Heavier entities, same primitives — see Institutions too.
Advisors are not a coat of paint on retail
If we only add a “view as client” toggle, we have not built for you. You need queues, bulk notes, and a way to say no for a household that wants a seven-year illiquid when their IPS says school fees in 18 months.
- Queue-first, not product-first
- IPS as a hard constraint on the co-pilot
- Suitability is your licence — we design to assist, not to impersonate
Financial advisors and wealth managers
Different titles, overlapping jobs. This page covers both. If you are a solo RIA-equivalent in Windhoek or a team in Gaborone, the waitlist field should say so. We will not ship a Johannesburg-only workflow and call it SADC.
- Solo and team modes planned
- Regional books, NAD reporting
- For Institutions when you are the asset manager / corporate
What we will not do
We will not scrape your book into a marketing metric. We will not promise that Delvue replaces your licence. We will not pretend a waitlist form is an allocation agreement.
- No fake AUM from advisor pilots on the homepage
- Contracts come later, in legal, not in a gradient
- APIs for those who already have a stack
Join as professional
Waitlist: say you run a book.
Map households
Entities, IPS, cash floors.
Turn on queues
Drift and review dates.
Keep the licence
Delvue is infrastructure and UI, not your fiduciary hat.
| Role | Needs | Page |
|---|---|---|
| Wealth manager | Book + IPS | This page |
| Advisor | Households + education | This page + Academy |
| Family office | Entities + alts | Institutions |
| Asset manager | Sleeves at scale | Institutions + APIs |
White-label?
On the longer list. Not promised as a launch SKU on this page.
Custody of client assets?
Product design assumes segregated patterns. Your agreements still matter. Security + Compliance centers.
Pricing?
Not published as a live B2B rate card. Talk to us via waitlist/contact.
APIs?
Delvue APIs and Developer Platform.
Continue
For Institutions
Institutions do not need a consumer hero. They need a slab of facts: what Delvue is building for asset managers, corporates, and family offices — portfolio infrastructure, NAD reporting, tokenization rails, and APIs — and an honest list of what is not built yet.
AI Portfolio Analyst
The analyst screen ranks what to cut, add, harvest, or leave alone. Confidence, tax notes, and mandate fit sit on the same row. It is a conversation with a very fast junior analyst who does not get to trade without you.
Delvue APIs
The API page is a docs console: an example POST to simulate a NAD book, a 42ms mock 200, and a list of objects we intend to expose. There is no public key on this website. There is a waitlist for builders.
For Wealth Managers is on the map. The desk is not live.
Join the waitlist if this page is why you showed up. We email when onboarding opens.