Wealth management

WealthWarden

Wealth agents touch life savings. WealthWarden enforces fiduciary standards, suitability checks, and full audit trails.

In the pipeline — products publishing now

The WealthWarden store

Stocking up now: a 50-product roadmap is in production and new self-serve kits publish daily — 0 live products today. Start free below while the shelves fill.

How the WealthWarden ecosystem runs

Three loops feed each other — content brings readers, readers become buyers, buyers climb the ladder.

📝 Content loop

Wealth management explainers, checklists, and teardown playbooks — the Wealth management library with no home until now.

🧲 Lead loop

Wealth management teams find the content, grab the free playbook, and climb into the WealthWarden product line.

🪜 Product loop

$19 starter kits climb to $29 tools and templates, $49 packs and decks, and $149 flagship kits.

Start here

Three free or cheap entry points — pick whichever fits.

1

Free MIT playbook

The ghostcorpnet playbook — free, MIT-licensed. Read it here →

2

The $5 AI Agent Risk Scan

A five-minute self-audit of your agent setup. Get the scan →

3

Browse the catalog

Every ghostcorpnet product in one filterable grid. Open the catalog →

Build on WealthWarden

Every ecosystem follows the open ghostcorpnet Pack Standard v1 — interoperable packs, a public directory, and a certification badge.

Stores in WealthWarden

50 specialized stores — each one a sub-niche of Wealth management. New kits publish daily.

Fiduciary AI Standards Store

Fiduciary duties attach to outcomes

1 in the pipeline

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SEC Exam Readiness Store

2026 exam priorities on AI

1 in the pipeline

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Marketing Rule Compliance Store

Rule 206(4)-1 for AI content

1 in the pipeline

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Reg S-P Safeguards Store

Safeguarding client information

1 in the pipeline

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FINRA 2210 Reviews Store

Communications review for AI content

1 in the pipeline

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FINRA 3110 Supervision Store

Supervising AI in broker-dealers

1 in the pipeline

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Recordkeeping Rules Store

FINRA 4511 and AI records

1 in the pipeline

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AI Washing Prevention Store

Avoiding AI washing

1 in the pipeline

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Portfolio Construction AI Store

Governing AI portfolio tools

1 in the pipeline

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Risk Profiling AI Store

AI risk tolerance assessment

1 in the pipeline

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Financial Planning AI Store

AI in financial plans

1 in the pipeline

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Tax-Loss Harvesting Store

AI tax-loss harvesting

1 in the pipeline

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Estate Planning AI Store

AI in estate documents

1 in the pipeline

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Retirement Planning AI Store

AI retirement projections

1 in the pipeline

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Client Onboarding AI Store

AI-assisted onboarding

1 in the pipeline

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Meeting Summary AI Store

AI meeting notes with accuracy

1 in the pipeline

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Compliance Surveillance Store

AI trade surveillance

1 in the pipeline

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Vendor Diligence Store

Diligence on wealthtech AI

1 in the pipeline

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Incident Response Store

Wealth AI incident response

1 in the pipeline

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Succession Planning Store

AI and advisor succession

1 in the pipeline

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Suitability Checkers Store

Checking advice suitability

1 in the pipeline

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Disclosure Generators Store

Generating AI disclosures

1 in the pipeline

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Exam Simulators Store

Simulating SEC exams

1 in the pipeline

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Marketing Reviewers Store

Reviewing AI marketing

1 in the pipeline

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Record Auditors Store

Auditing AI records

1 in the pipeline

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Risk Profilers Store

Profiling client risk

1 in the pipeline

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Vendor Scorers Store

Scoring wealthtech AI

1 in the pipeline

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Readiness Scorers Store

Scoring exam readiness

1 in the pipeline

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Fiduciary Prompt Packs Store

Documenting fiduciary care

1 in the pipeline

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Disclosure Prompt Libraries Store

Writing AI disclosures

1 in the pipeline

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Exam Prompt Guides Store

Preparing for exams

1 in the pipeline

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Marketing Prompt Sets Store

Compliant marketing copy

1 in the pipeline

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Planning Prompt Packs Store

Structuring financial plans

1 in the pipeline

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Surveillance Prompt Guides Store

Documenting surveillance

1 in the pipeline

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Vendor Prompt Templates Store

Assessing vendors

1 in the pipeline

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Fiduciary Board Decks Store

Briefing boards on advisor AI

1 in the pipeline

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Exam Prep Decks Store

Preparing for SEC exams

1 in the pipeline

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Compliance Decks Store

Advisor compliance training

1 in the pipeline

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Incident Decks Store

Reviewing wealth AI incidents

1 in the pipeline

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Strategy Decks Store

RIA AI strategy

1 in the pipeline

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Disclosure Logs Store

Logging AI disclosures

1 in the pipeline

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Advice Registers Store

AI-assisted advice registers

1 in the pipeline

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Exam Finding Tables Store

Tracking exam findings

1 in the pipeline

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Vendor Inventories Store

Wealthtech AI inventories

1 in the pipeline

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Training Logs Store

Logging advisor AI training

1 in the pipeline

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Disclosure Engine Code Store

Client disclosure systems

1 in the pipeline

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Suitability Code Store

Advice suitability checks

1 in the pipeline

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Surveillance Code Store

Trade surveillance systems

1 in the pipeline

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Wealth AI Audiobooks Store

AI in wealth management, narrated

1 in the pipeline

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Advisor Leadership Audiobooks Store

Leading advisory AI, narrated

1 in the pipeline

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Works with

Cluster: Regulated Industries

WealthWarden runs alongside its cluster siblings and plugs into related ecosystems across the ghostcorpnet constellation.

FinLattice

Finance

Money-moving agents need money-grade controls. Here's the kit.

Explore →

HealthLattice

Healthcare

Deploy healthcare AI agents without risking PHI or patient trust.

Explore →

InsureWarden

Insurance

Underwriting and claims agents that stay inside policy — literally.

Explore →

ActLattice

EU AI Act compliance

EU AI Act readiness for agent builders and deployers, step by step.

Explore →

IncidentLattice

Agent incident response

When your AI agent goes wrong at 3am, this is the playbook.

Explore →