IT Services and Solutions for Wealth Management Firms

Software that enables automated modeling and forecasting of long-term outcomes across tailored cash flow, savings, estate, retirement, and tax scenarios. It can automate the creation of personalized financial plans.

Solutions that automate the calculation of tax liabilities for each client under various capital gain scenarios. They can auto-enforce tax-efficient sales and withdrawals based on user-defined tax-loss harvesting rules.

Software that offers analytics-supported construction, allocation, and optimization of multi-asset portfolios, taking into account yield opportunities, risks, tax efficiency, and compliance rules.

Solutions used to automate the creation and execution of investment orders. They can be integrated with investment platforms and custodians’ systems for automated trade monitoring and settlement.

Solutions that support dynamic forecasting of the client’s future income, expenses, and savings and goal-driven modeling of the optimal borrowing, investment, withdrawal, and life & annuity insurance strategies.

Software meant to automate compliant wealth transfer planning, inheritance modeling, cross-generation asset tracking, and trust administration for high-net-worth individuals (HNWs).

Software aimed to streamline illiquid and alternative asset performance tracking and fund accounting for wealth management companies focused on private equity, venture capital, and hedge funds.

Software that enables data-driven planning of capital strategies and centralized management of HNWs’ domestic and foreign bank deposits, investments, loans, estate, philanthropy activities, and more.

A centralized digital workspace to manage interactions with individual and institutional clients, process and store wealth management documents, and track clients’ financial goals, deal flows, and portfolio performance.

Software that applies rule-based algorithms and robotic process automation (RPA) to automatically generate and distribute client reports (portfolio summaries, allocation reports, fee summaries, K-1 forms, etc.).

Digital platforms that provide wealth management clients with convenient self-service options across registration, account management, portfolio composition, and investment order submission.

Solutions that automate the integration, validation, enrichment, orchestration, and maintenance of disparate data relevant to financial research and wealth management activities.

Software used for real-time monitoring of the wealth operations’ compliance with the firm’s internal policies and required regulations, including local standards (e.g., SEC for the US, SAMA for the KSA). It automatically flags and reports compliance breaches.

Solutions that let wealth managers automate the calculation, forecasting, and reporting of chosen metrics across client experience, sales, finance, and risk management areas. Advanced systems can incorporate AI-powered predictive and prescriptive analytics.

Algorithmic or AI-supported tools that can suggest high-yield portfolio design and investment strategies based on client risk profiles, goals, and financial constraints. They enable real-time portfolio performance tracking and portfolio auto-optimization.

Smart chatbots that can interact with wealth managers and clients in a manner closely resembling a human conversation. They instantly process textual and voice user inquiries and communicate the requested information in regular human language.

Advanced solutions that leverage large language models (LLMs) to capture massive volumes of financial, market, and sentiment data, extract and summarize insights relevant to the user’s query, and present the collected information in a requested report format.

Software that relies on RPA and intelligent image analysis to automatically extract, classify, and structure data from multi-format wealth management documents. It can apply machine learning (ML) for automated validation of data accuracy and compliance.

Solutions that provide tamper-resistant, fully traceable recordkeeping of wealth management transactions on the blockchain. Smart contracts can automate multi-step workflows across KYC, ordering, trading, settlement, reporting, and compliance control.