Securities & wealth management
Wealth AI for client meeting preparation.
Combine portfolio data, market developments, and approved products in a brief for the adviser’s review.
Each client’s real exposure, ready before the meeting.
- 30%→59.5%Look-through exposureExposure by asset, through every fund and ETF
- −₩190MMarket impactWhat overnight news means for this client
- 2 optionsMeeting briefClient-specific options, suitability-checked
How it works
- Connect
- Positions, cash flow, risk profile, approved products
- Diagnose
- Concentration, risk and performance drivers
- Prepare
- A brief with evidence and suitability checks
Who uses it
- Advisers
- A brief for each client before every meeting
- Branch heads
- Concentration risk across the client book
- Product & compliance
- Recommendations within suitability rules
Sources and sign-offs stay on record.
- Linked sourcesEvery figure and sentence tied to its source and as-of time
- Sign-offUsed after adviser approval
- Change logWho changed what, and when, on record
Deployment
- Data connected
- Portfolio and CRM dataApproved product catalogRisk-profile and suitability records
- Delivery
- API integration or installed in your environment