Audience
Financial advisors and wealth management firms needing a solution to streamline client engagement, portfolio optimization, personalized advisory, and compliance workflows
About WealthForce.ai
WealthForce.ai is a BIAN-compliant, AI-led, cloud-native wealth management platform designed to serve as an empowered Relationship Manager (RM) interface by consolidating all customer information in one place. It has delivered measurable improvements, such as a 40% increase in RM-to-customer ratio, an 80% reduction in portfolio review time, and a 30% uplift in operational efficiency. It supports efficient customer management through a comprehensive 360-degree view, enabling RMs and financial advisors to quickly optimize and customize portfolios based on individual client needs. The platform is structured around four core pillars, which automate operational processes with cognitive RPA, AI, and ML, support multi-asset operations, and include a dashboard for generating rules, building campaigns, and measuring cost-effectiveness.
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Integrations
API:
Yes, WealthForce.ai offers API access
No integrations listed.
Company Information
Intellect Design Arena
Founded: 1996
United States
www.intellectai.com/apac/wealth-force/
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Product Details
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Cloud
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