Personal by design
Every recommendation reflects the client's goals, experience, horizon and risk profile.
AI-NATIVE WEALTH ADVISORY
Your AI private banker.
Built for what's next.
Baton turns professional research into personal, explainable portfolio guidance—continuously, at software scale.
Working today · live market data · advice-only by design
The Today briefYour portfolio, market events and advice—at a glance.
WEALTH ADVICE, REIMAGINED
Private-banking depth.
A digital-native experience.
Baton brings personal onboarding, conversational advice and continuous market intelligence into one seamless platform—available when clients need it.
Always informed
Professional research and daily market events become specific, relevant portfolio guidance.
Built for trust
AI makes the judgments. Code computes every number. Reasoning remains explainable and auditable.
THE PRODUCT, TODAY
One clear view of
what matters now.
A personal morning brief brings together portfolio performance, relevant events, the professional house view and advice waiting for review.
THE FULL ADVISORY JOURNEY
From an investment idea
to continuous advice.
01
CONVERSATIONAL ADVISER
Turn an idea into a real portfolio.
Clients describe a theme, belief or goal in plain language. Baton builds a diversified, backtested portfolio with allocations, risks and reasoning for every position.
02
EVENT-AWARE ADVICE
Know what changed—and what to do next.
High-impact events are analysed through a seven-agent research pipeline, then translated into specific, explainable adjustments to the client’s actual holdings.
03
FUNDS, NOT JUST STOCKS
Search a real fund universe by meaning.
Baton screens 2,200+ unit trusts for fit, risk, fees and concentration, producing allocated portfolios under the same professional house view.
THE BATON PRINCIPLE
AI for judgment.
Code for every number.
Language models interpret intent, weigh evidence and explain the rationale. Deterministic systems calculate allocations, exposures, fees and backtests.
Clear reasoning. Validated instruments. A full audit trail.
BUILT, DEPLOYED, AND IN REAL HANDS
A working platform.
Built for real-world advice.
Cloud-deployed with live market data, and already being refined with a financial advisory firm.
Full platform with live market data
Financial advisory firm iterating with us
Unit trusts searchable by meaning
Client, advisory and event research
BEHIND THE SCENES
An institutional-grade research engine already supports investment research for family offices and is continuously refined through real-world application.
START WITH BATON
Your portfolio deserves
a clearer next move.
Create your account to explore Baton's AI-native wealth experience and see how market events become personal, explainable portfolio guidance.
Sign up for Baton Open the Baton application to get started.
WE'RE RECRUITING PARTNERS
Bring better advice to
your next generation of clients.
Baton works with financial advisory firms, banks, brokerages and investment houses to create research-led, white-label wealth experiences.