AI-powered portfolio intelligence and capital management
A comprehensive wealth management platform combining AI-driven portfolio analysis with automated investment strategies. Features a 5-agent analysis team, DCA automation, profit protection shields, capital recycling, personal finance tracking, and multi-currency net worth management.
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.
Automated DCA plans with 5 presets (Conservative to Aggressive). Profit Shield trailing stops automatically protect gains and feed freed capital back into new opportunities.
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.
Bank account management, AI-powered transaction categorization, debt tracking, and periodic net worth snapshots with trend analysis.
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.
Get institutional-grade analysis on any stock, ETF, or crypto asset. AI agents provide actionable buy/hold/sell recommendations.
Manage client portfolios with AI-powered risk analysis, automated DCA execution, and client-facing performance reports.
Unified view across all 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.
Integrate the personal finance module for bank account aggregation, transaction categorization, and budgeting features.
Power automated investment strategies with the Capital Recycling Engine for DCA and profit protection.
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: Trading platforms seeking embedded AI analysis, RIAs managing 50+ client portfolios, neobanks adding PFM features, and robo-advisory startups needing a turnkey investment engine.
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