Wealth Management Automation: Smarter Operations at a Fraction of the Cost

Your data is your competitive edge. Our state-of-the-art layout ensures your data is complete, accurate, and ready for advanced use.

• Unified data lakes integrating banking, investment, and third-party sources
• Secure, role-based access for compliance, product, and client-facing teams
• Analytics engines driving retention models, churn alerts, and ESG analysis
• Adjustments for private assets (e.g., de-smoothing) to ensure accurate capital allocation modeling

Equip your team with real-time insights, client prep tools, and automation to deliver high-touch service, even at scale.

• Integrated advisor cockpit with alerts, key documents, and portfolio context
• Co-pilot tools for meeting preparation, automated summaries, and follow-ups
• Seamless handoffs across teams, channels, and business lines
• 360-degree client profiles with cash flow forecasting to anticipate and meet client needs
• Centralized access to macroeconomic research, stock and bond analysis, and other relevant insights
• Comprehensive market watchlists covering public and private assets—including upcoming offerings, funding rounds, and capital commitments
• Monte Carlo simulations to supplement traditional MVO process
• In-house stress testing and scenario analysis to clearly communicate proposed portfolios and win client trust
• AI support to enhance tactical asset allocation within defined portfolio boundaries

Combine every data point (financial, behavioral, and contextual) to power deeper client understanding, personalized offers, and more relevant engagement.

• 360° client profiles integrating portfolio data, transactions, preferences, life events, liabilities, insurance, and non-marketable assets—creating a complete economic balance sheet
• Expanded data collections beyond the Investment Policy Statement, including social media data
• Real-time alerts to keep advisors on track with key events such as rebalancing, quarterly reviews, etc.
• Real-time NLP toolkit to instantly address client questions during calls or meetings
• Customer mobile apps with user-friendly capital allocation, support, and market data dashboards
• AI-driven analysis of client profiles to offer tailored capital allocation and suitable assets
• AI-powered segmentation, goal tracking, and risk profiling
• Behavioral data analytics to enable personalization beyond AUM

Today's clients expect more than dashboards – they want context, guidance, and access on their terms.

• Interactive planning tools tied to real-time portfolio data
• Personalized performance summaries and dynamic insights
• Integrated onboarding with digital KYC, e-sign, and identity checks
• Built-in reporting, including benchmarking, performance, and allocations
• Hands-on tutorials to o explore derivatives, alternative investments, financial terminology, and more
• Self-service portals that allows clients to experiment with their portfolios and connect with advisors using generated insights

Replace what's slowing you down — without rebuilding from scratch. We design pragmatic migration strategies that keep operations running.

• Gradual replacement of core systems with cloud-native modules
• API-first modernization to support third-party fintech integrations
• Zero-downtime migrations and legacy sunset planning

Support evolving service tiers, digital-only wealth products, or hybrid advisory models – with infrastructure that flexes with your firm.

• Modular platform architecture to support product innovation
• Multi-entity, multi-jurisdiction setup for global expansion
• Billing, entitlements, and tiered-service enablement engines

Stay ahead of regulatory risk with continuous monitoring and instant alerting across your systems.

• Automated surveillance for policy breaches, suspicious activity, and regulatory triggers
• Real-time alerts for compliance, audit, and risk teams
• Integrated incident tracking and resolution workflows
• Coverage for MiFID II, SEC, FINRA, and global regulatory frameworks

We help wealth firms go beyond automation toward adaptive, intelligent systems based on trending and modern AI solutions.

• Generative AI for real-time client reports, portfolio summaries, and advisor content
• AI copilots for advisor workflows — from preparation to client meeting support
• Predictive models for churn risk, major life events, and next-best-product
• Natural language search across client, compliance, and product data
• Smart compliance assistants trained on global regulatory frameworks