Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Allvue Reviews & Ratings
    5 Ratings
  • Nexo Reviews & Ratings
    16,346 Ratings
    Company Website
  • C2CRM Reviews & Ratings
    72 Ratings
    Company Website
  • 10Duke Enterprise Reviews & Ratings
    6 Ratings
    Company Website
  • Folks Reviews & Ratings
    132 Ratings
    Company Website
  • eBuyerAssist Reviews & Ratings
    112 Ratings
    Company Website
  • FusionAuth Reviews & Ratings
    168 Ratings
    Company Website
  • Acuity PPM Reviews & Ratings
    35 Ratings
    Company Website
  • Rent Manager Reviews & Ratings
    885 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website

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 Objectway?

An advanced, modular wealth management platform is now available in the cloud, meeting the increasing demands of the financial industry. With over thirty years of experience in product development, we empower you to address present challenges while strategically positioning you to take advantage of future possibilities as we help you visualize your growth trajectory. Our refined client management system enables you to execute daily operations more effectively, deliver superior service to your clients, and enhance your revenue generation. This platform provides a holistic 360° perspective on client data, encompassing investments, assets, relationships, a document repository, and tracking functionalities. By incorporating digital features, you can increase your conversion rates with potential clients and strengthen existing client relationships. The smart KYC capture system facilitates a smoother onboarding process by adapting to different client profiles, supported by an integrated AML scoring engine. By streamlining operations, you can proactively manage a larger client roster through multi-channel strategies, which ultimately elevates advisor productivity and optimizes operational efficiency. Additionally, this pioneering solution equips your business to navigate the continually shifting financial landscape, ensuring you remain competitive and responsive to market changes. With these features, your firm will be well-prepared to thrive in a dynamic environment.

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

Objectway

Company Location

Italy

Company Website

www.objectway.com/objectway-wealthtech-suite/

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Garradin Reviews & Ratings

Garradin

Bravura Solutions
Thomson ONE Wealth Reviews & Ratings

Thomson ONE Wealth

LSEG Data & Analytics
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.
VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
WealthForce.ai Reviews & Ratings

WealthForce.ai

intellectAI