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Description
Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.
Description
Crowd Wealth AI is an innovative financial management solution that transforms the landscape of wealth planning and portfolio oversight by merging two advanced AI tools, Wise Wealth AI and Wealth Lens AI. Wise Wealth AI is designed to offer customized financial strategies for both individuals and businesses by evaluating data to create actionable advice, conducting investment trend analyses with data-supported growth tactics, enhancing portfolio diversification through personalized asset allocation, consistently monitoring results and modifying strategies according to market dynamics, and showcasing insights through interactive dashboards powered by AI. Meanwhile, Wealth Lens AI focuses on delivering visual insights regarding financial trends and portfolio performance, utilizes predictive modeling to anticipate market fluctuations, assesses comparative wealth metrics across various demographic and organizational categories, and uncovers new investment prospects in emerging markets. Together, these tools provide a comprehensive approach to wealth management that adapts to the ever-changing financial landscape. With its unique combination of personalized insights and predictive analytics, Crowd Wealth AI enables users to make informed decisions that can lead to long-term financial success.
API Access
Has API
API Access
Has API
Integrations
MoneyGuidePro
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AdvisoryWorld
Founded
1987
Country
United States
Website
www.advisoryworld.com
Vendor Details
Company Name
ProdCrowd AI
Founded
2019
Country
United States
Website
prodcrowd.io/product/crowd-wealth-ai/
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management