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features
design
support

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Write a Review

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.

Description

The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProdCrowd AI

Founded

2019

Country

United States

Website

prodcrowd.io/product/crowd-wealth-ai/

Vendor Details

Company Name

Vestmark

Founded

2001

Country

United States

Website

www.vestmark.com/vestmarkone

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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