Breakthrough front office products that create new levels of customer engagement and improve advisor productivity.
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InvestorAi
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InvestorAiBuyers: Brokerage Platforms, Fund Platforms, Distributors, Asset Managers
End Users: Investors in Funds, Equities or ETFs
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Features
Enterprise
Version
Version
Direct
Version
Version
Investment Ideas
Predictive Alerts
Personalisation
Explainability
Learn from usage
Portfolio Optimisation
Transaction execution
GDPR Compliant
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AdvisorAi
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AdvisorAiBuyers: Brokerage Platforms, Fund Platforms, Distributors, Asset Managers
End Users: Investors in Funds, Equities or ETFs
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Features
Enterprise
Version
Version
Investment Ideas
Predictive Alerts
Personalisation
Explainability
Learn from usage
Portfolio Optimisation
Transaction execution
GDPR Compliant
;)
BehaviourAi
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BehaviourAiBuyers: Wealth Managers, Private Banks, Distribution Platforms, Asset Managers
Ideally used in combination with AdvisorAi or InvestorAi. Available as a standalone product
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Features
Enterprise
Version
Version
Investment Ideas
Predictive Alerts
Personalisation
Explainability
Learn from usage
Portfolio Optimisation
Transaction execution
GDPR Compliant