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What is WealthForce.ai?

WealthForce.ai represents a cutting-edge wealth management solution hosted in the cloud, which conforms to BIAN standards and employs artificial intelligence to enhance the interface between Relationship Managers (RMs) and clients by consolidating all relevant client information into a singular, easily accessible hub. This groundbreaking platform has produced impressive outcomes, such as a 40% increase in the RM-to-client ratio, an 80% reduction in the time taken for portfolio assessments, and a 30% rise in overall operational effectiveness. By providing a holistic 360-degree view, it enables RMs and financial advisors to quickly customize and refine portfolios in alignment with their clients' distinct requirements. The architecture of the platform is founded on four pivotal components that harness cognitive robotic process automation (RPA), artificial intelligence, and machine learning to optimize operational functions, oversee multi-asset activities, and deliver an intuitive dashboard for establishing guidelines, initiating campaigns, and evaluating cost-efficiency. Furthermore, WealthForce.ai enhances the personalization of the client experience, ultimately cultivating deeper connections between advisors and their clients, which is essential for long-term success in the wealth management sector. This platform not only improves efficiency but also empowers financial professionals with the tools necessary to adapt to an ever-evolving market landscape.

What is Garradin?

Enhance every aspect of your back-office functions using Garradin, Bravura’s comprehensive solution tailored for private wealth and portfolio management, which enables you to manage all your administrative tasks and reporting needs through a single, cohesive system. As a premier tool for private wealth and portfolio administration, Garradin is tailored to meet the diverse administrative requirements of various investment types, including retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and tax obligations. Built on an open and scalable framework, Garradin provides a modular and customizable structure that delivers exceptional flexibility and operational efficiency, supporting the growth of your business. By consolidating your systems into one platform, your organization can create a proactive foundation focused on enhancing client satisfaction, driving business performance, and ensuring compliance. The Garradin platform not only optimizes your operations but also empowers you to utilize the most comprehensive private wealth management solution currently available, ultimately cultivating a more resilient and future-oriented business landscape. This strategic integration fosters a harmonious environment where efficiency and client-focused services thrive simultaneously.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

intellectAI

Company Location

United States

Company Website

www.intellectai.com/apac/wealth-force/

Company Facts

Organization Name

Bravura Solutions

Company Location

Australia

Company Website

www.bravurasolutions.com/service/garradin/

Categories and Features

Categories and Features

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