AI
AI Solutions for Wealth Managers
Use AI-driven tools for automated portfolio analysis, asset allocation, and rebalancing - providing scalable insights and optimizing client outcomes.
AI and WealthTech
As a Service
Key features
AIComplianceFlexibilityInsightsDiscoveryForesightTransparency
Compliance
Onboarding Processes
Streamline client onboarding with customizable KYC/AML tools integrated into external systems.
Flexibility
Scalable Integration
Our CRM enhances client interactions, boosts satisfaction, and integrates seamlessly with our BPM System for customizable, adaptive No-code workflows.
Insights
Advanced Reporting and Analytics
Gain portfolio performance insights and create white-labeled 360° portfolio documents in multiple languages.
Discovery
Assets Marketplace
Offer clients a curated, all-in-one investment catalog—across stocks, bonds, ETFs, funds, alternatives, and more. Our platform gives institutions full control over product visibility, pricing, and trading access, supported by real-time data and integrated execution tools. Easily manage what your clients see and invest in, while ensuring regulatory alignment and operational efficiency.
Foresight
Market Data Engine
Power your investment decisions with real-time and historical data across global markets. Access deep financials, pricing, and performance metrics via API or web.
Transparency
Client Portal
Provide your clients with a personalized and secure online portal that offers full visibility into their portfolios. The portal allows clients to view portfolio performance, access reports, track asset allocations, and stay updated with real-time notifications, enhancing transparency and client satisfaction.
AI
Capabilities
Portfolio Co-Pilot
Optimize portfolios in real time with AI-powered analytics for smarter asset allocation and risk management.
Analyst Co-Pilot
Gain actionable investment insights with AI-driven trend analysis and risk evaluation.
AI Newsfeed & Market Intelligence
Stay informed with AI-curated market updates and real-time financial insights.
Seamlessly manage your clients’ assets on a unified cloud-based or on-premise WealthOS platform
Be among the first to get access to our innovative investment platform
Best WealthTech Solution — Artificial Intelligence
Unlock Smarter Portfolio
Management Today
Streamline asset allocation, rebalancing, and reporting—all in one intuitive platform.
Contact us
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