bringing AI to wealth management
We specialize in bringing novel technologies to solve tough problems in wealth management reporting.
We thrive with trippy solutions for wealth management companies, geared for the new generation of clients entering the investment market!
Data Extraction
Extract data from any kind of portfolio statement
- Mutual Fund Statement
- Equity Statement
- PMS / Managed Accounts
- AIF / PE / VC Statements
Automations
Smart solutions for smart wealth ops team.
- Back office solutions
Client Reporting
We create novel solutions to generate customised outputs for clients on the basis of social media graph theory
Smart Masters - Identifiers
Feel the magic of our Artificial Intelligence to find the unique identifiers for any investment instrument.
Save ops hours in standardising the results.
Analytics
- IRR Calculations
- Old holding values
- Exit Loads
- Taxes
Custom Web Development & Mobile Wealthtech Apps
We create cutting edge client facing solutions which have enabled wealth management firms to delight their customers