We help investment firms, wealth managers and advisors use AI in their day-to-day work.
Choose a problem to see how we'd start.
We start with the work itself: research, reporting, diligence and operations. Then we build the tools and habits around it.
Guides and tools I use with clients.
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Fast dictation for emails, notes and prompts.
Meeting notes organized around decisions, follow-ups and key points.
Where I live when I'm building.
Useful for writing, analysis and working through long documents.
Desktop agent that runs multi-step work on my files. A daily driver.
The utility knife. Brainstorming and everyday tasks.
The coding agent I use to build tools and clean up technical workflows.
Useful for research projects with a lot of source material.
Useful when I need to search and compare a large set of sources.
One-on-one coaching for executives and senior professionals using AI in their own work.
Hands-on workshops built around the work your team already does.
Ongoing help choosing tools, improving workflows and managing the risks.
Brian Leung founded VectorStrat Advisory after 25 years in finance, including work inside family offices.
We work with investment managers, family offices, wealth managers and advisors on research, reporting and day-to-day operations.
The goal is straightforward: leave the team with a workflow they can keep using.
Tell us what is taking too long or causing problems. We'll figure out where AI can help and what still needs review.