Digital wealth management software

Fintilect’s AI platform ensures your clients’ capital is working as hard as possible.

Whether clients have substantial wealth, or have smaller reserves, wealth managers have a duty to ensure it is working as hard as possible and providing the best returns.

Whether this is ensuring high dividends for clients to live off or reinvesting the returns to continue building a nest egg for the future, wealth managers need to ensure they always have cutting-edge insights at their fingertips. This of course needs to relate to the thousands of products available on the market – but also which ones are likely to hit the mark for their clients.

Key features of Fintilect's wealth management platform

We create a single data ecosystem

Vast amounts of online client data is brought into a single data ecosystem via easy plug and play and file transfers. The creation of this ecosystem provides financial advisors with more than 200 identifying features and a new data set that can be prepared for analysis.

We turn this vast data into a specific picture

We correlate the numerous digital data footprints consumers leave online, typically around 12,000GB of data per year, which by 2025 is estimated to be 50,000GB per year. We cover six dimensions, each with multiple subcategories: Behavioural; Social; Emotional; Financial; Health; and traditional personal data to pull together a fully rounded picture of a client.

We combine behaviour traits

Our machine learning models combines the data with key behavioural traits across Fear of Missing Out, Fear of Losing Out, Staying in Control, Indecision and Fear of the Unknown. These machine learning models provide continuous customer understanding at a micro level and can be deployed at scale.

We then create magic for financial advisers

The data generated allows financial advisers to reach each customer with the message and channel that are most likely to resonate and activate a positive response.

FAQs

A wealth management platform is a comprehensive system designed to assist wealth managers in optimizing clients’ investment strategies and ensuring their capital is utilized effectively. It enables financial advisors to access cutting-edge insights and data to recommend tailored savings or investment strategies. By consolidating vast amounts of client data into a single ecosystem, these platforms provide a holistic view of client profiles, including behavioral, social, emotional, financial, health, and personal data. This integration allows wealth managers to analyze the market’s numerous financial products and determine which ones align best with their clients’ goals.

Wealth management software offers several key advantages that enhance the effectiveness of financial advising. It creates a unified data ecosystem that aggregates client information, providing wealth managers with over 200 identifying features for analysis. By processing vast amounts of digital data – projected to increase significantly in the coming years – the software helps advisors develop a comprehensive understanding of client behavior and preferences.

Additionally, the use of machine learning models enables continuous insights into client needs and concerns, such as fear of missing out or indecision. This allows wealth managers to personalize communications and recommendations effectively.