Intelligence for Wealth Management
We are trusted technologists bringing Artificially Intelligent ideas to fruition. We evaluate the industry, provide advice from decades of experience, teaching and research and deploy the resources in order to bring an idea to life.
Portfolio Management
Provides advisors with a detailed view of high level metrics, including cash on hand and relative performance, across all client accounts. Built in functionality to drill down to a client account level to see account specific data such as asset and security allocation. There is an additional option to receive alerts if key client metrics cross certain thresholds.
Investment Strategy
Designed to help investment committees monitor their investment models over time. Comparison to benchmarks is also offered with the option to be alerted upon significant deviation. GenAI summarizes monthly/quarterly/annual model performance, which is then sent out to advisors for personalization before sending out to respective clients.
Lead Generation
Exclusive solution that watches local M&A activity to identify new high net worth individuals. Thereafter publicly available information on career progress, real estate ownership, and social media interests are scraped to provide a holistic view for each individual. GenAI is used to screen and summarize content for consumption by businesses development and sales teams.