Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
IMiX serves as a comprehensive software solution that enhances wealth management by integrating advanced technology throughout both front and back office operations. This innovative platform streamlines processes, making it a valuable asset for financial professionals.
Description
WealthForce.ai is a cloud-native wealth management platform that adheres to BIAN standards and utilizes artificial intelligence to function as an enhanced Relationship Manager (RM) interface by integrating all client data into a single accessible location. This innovative platform has achieved significant results, including a 40% boost in the RM-to-customer ratio, an 80% decrease in the time required for portfolio reviews, and a 30% improvement in overall operational efficiency. By offering a comprehensive 360-degree perspective, it allows RMs and financial advisors to swiftly tailor and optimize portfolios to meet the specific needs of their clients. The platform is built on four essential pillars that leverage cognitive robotic process automation (RPA), artificial intelligence, and machine learning to streamline operational tasks, manage multi-asset operations, and provide a user-friendly dashboard for creating rules, launching campaigns, and assessing cost-effectiveness. Additionally, WealthForce.ai fosters a more personalized client experience, ultimately leading to stronger relationships between advisors and their clients.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Investment Software Group
Founded
2008
Country
United Kingdom
Website
www.investmentsoftwareltd.com/imix
Vendor Details
Company Name
Intellect Design Arena
Founded
1996
Country
United States
Website
www.intellectai.com/apac/wealth-force/