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Wealth Segments
Discover how Automation of Wealth Intelligence at Scale transforms every segment of Wealth Management
Asset Managers
Research Intelligence: Transform dry data into thematic, macro, tactical, and strategic insight across public and private markets.
Portfolio Hyper-Personalisation: enabling bespoke investment services at scale through adaptive, agentic intelligence — where every portfolio evolves with your client.
Wealth managers
Intelligent Wealth Planning: Holistic intelligence across portfolios, real assets, and liquidity — aligning every dimension of wealth with client goals.
Family Offices
Cross-Asset Intelligence: a unified view across private markets, real estate, and liquid portfolios for transparent oversight and control.
Generational Planning Support: agents that coordinate reporting, succession insights, and family governance with precision and privacy.
Advisory
Bespoke Service Scaling: streamline documentation, reporting, and compliance without losing the personal touch.
Personalised Client Intelligence: deliver tailored insights and recommendations in real time, enhancing engagement and trust.
Pension Funds
Governance & Communications: Transforms governance, oversight, and client reporting — enabling transparent communication, personalized insights, and data-driven accountability.
Banks
From dynamic thematic research and factor analytics to portfolio construction, risk oversight, and client engagement, Finbuddy enables banks to deliver hyper-personalized, data-driven services with institutional transparency and scale
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