Palindrome AI
by Unity Wealth Limited
Bespoke AI platform designed for elite wealth managers and private banks,
Palindrome is the agentic operating system for modern wealth management, built specifically for wealth managers, financial advisers and private banks.
The platform combines sector-specific agentic AI, workflow orchestration and enterprise data integration to help firms increase operational capacity, improve consistency and deliver better client outcomes. It connects with existing systems, including CRM platforms, Microsoft Graph, SharePoint, Outlook and document repositories, enabling firms to introduce AI without replacing their established technology stack.
Palindrome uses AI across three core layers: Extract, Reason and Act.
The platform securely extracts and structures information from documents, emails, CRM records and other enterprise data sources. Its AI agents then reason across this information using the firm’s own data, processes, templates and compliance methodology. Finally, Palindrome coordinates actions across people, systems and workflows, while retaining human review and approval for important decisions and updates.
Key capabilities include:
• Generating suitability letters, annual review packs, client briefs and other documentation in line with the firm’s templates and standards
• Reviewing client files and performing more than 200 configurable checks based on FCA guidance or the firm’s own compliance methodology
• Supporting onboarding, annual reviews, compliance monitoring and other multi-stage operational workflows
• Providing enterprise search across documents, CRM fields, emails and records
• Updating systems of record such as Microsoft Dynamics 365 and Xplan at field level, with adviser approval, change comparison and a complete audit trail
• Providing real-time management information on cases, workloads, bottlenecks, throughput and operational risk
Palindrome is designed for responsible AI adoption in regulated environments. AI outputs are grounded in authorised enterprise data, workflows can include human judgement and approval points, and activity is recorded to support transparency and auditability.
The platform is deployed within the customer’s own Microsoft Azure tenant using a bring-your-own-cloud model. This allows the customer’s existing identity, networking, access controls, security policies and data-residency requirements to remain in effect. Deployments can use Azure services including Microsoft Entra ID for identity and access management, Azure Key Vault for secrets management, private virtual networks for network isolation, and Azure AI Foundry for enterprise AI capabilities.
Customer data and AI models remain within the customer’s Azure environment, providing dedicated data isolation and control. Data is encrypted in transit and at rest, and the platform is designed around least-privilege access and enterprise security controls.
Palindrome is ISO 27001, SOC 2 Type II and ISO 42001 certified. It is already used by leading wealth firms representing more than £70 billion in assets, helping them reduce administrative workload, accelerate review and compliance processes, and give advisers more time to focus on their clients.