Licensed AI portfolio intelligence for wealth and asset managers
Licensed software for wealth and asset managers that combines AI-driven portfolio analysis, configurable portfolio workflows, client reporting, and multi-currency views. Teams retain control of their investment decisions and execution.
Each capability is purpose-built to deliver measurable value across your operations.
Coordinated AI team: Data Agent, Technical Analyst, Fundamental Analyst, Web Researcher, and Agent Manager. Each specializes in a dimension of investment analysis.
Coordinated AI team: Data Agent, Technical Analyst, Fundamental Analyst, Web Researcher, and Agent Manager. Each specializes in a dimension of investment analysis.
Configurable DCA and risk-monitoring workflows that teams can adapt to their own investment policies and review processes.
Comprehensive risk metrics including Sharpe Ratio, Sortino Ratio, Beta, Maximum Drawdown, Herfindahl Index, and concentration risk scoring.
Pre-built screeners for value, growth, momentum, and quality strategies. Custom filters by sector, market cap, P/E, yield, and volume across global markets.
Configurable client financial profiles with account aggregation, transaction categorization, and periodic net-worth snapshots.
Real-time exchange rates, multi-currency portfolio aggregation, and automatic USD conversion for unified reporting across 15+ currencies.
A quick walkthrough of WealthTech Suite capabilities.
Real conversation examples with the AI agent
Quick walkthrough of CRM and platform connections
Overview of call metrics and insights
Real-world applications across multiple industries and sectors.
License portfolio research, risk-analysis, and reporting workflows for internal investment teams and client servicing.
Use licensed AI analysis, configurable risk views, and client-facing reporting workflows across advisory teams.
License a unified view across asset classes with net-worth tracking, multi-currency consolidation, and scenario analysis.
White-label the analysis engine and screener tools to enhance your trading platform with AI-powered research.
License client financial-profile modules for account aggregation, transaction categorization, and budgeting features.
Integrate configurable portfolio workflows, research tools, and risk-monitoring views into your existing product.
Enterprise-grade infrastructure built for scale and security.
Join enterprises across industries in the private beta. Get early access to Voice AI Agents and shape the future of customer engagement.
Best suited for: Wealth and asset managers, advisory firms, trading platforms, and financial institutions seeking licensed AI portfolio analysis, reporting, and configurable workflow software.
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