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AI-led and Cloud-native Wealth Management Platform

WealthForce.ai is a wealth management platform that provides relationship managers with a comprehensive 360-degree view of customer portfolios. The software embeds AI-powered tools at key touchpoints throughout both relationship manager and client journeys, structured around four core pillars: hyper automation with cognitive RPA capabilities, personalisation for tailored customer experiences, holistic customer care for superior experience, and compliance management with customizable rules and workflows. WealthForce.ai includes analytical tools such as portfolio attribution, scenario analytics, and ESG analytics, alongside AI-driven features including smart nudges, product recommendations, and intelligent document processing. The platform digitises relationship managers' work with multi-currency, multi-asset, multi-region, multi-tenancy, and multilingual capabilities for diverse investment options.
IntellectAI
1993
India
  • Banking
  • Financial-services
2 Industries
  • English
1 Language
Industries
  • Banking
  • Financial-services
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
  • In-person
  • Documentation

WealthForce.ai Core Features

Focus of Banking Feature
  • Compliance Tracking
  • Investment Banking
  • Multi-Currency
  • Risk Management
  • AI Features
Focus of Wealth Management Feature
  • Client Portal
  • Compliance Management
  • Data Import/Export
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
  • AI Features

WealthForce.ai Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • One-Time Payment
Vendor pricing page

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