Overview

Asset and wealth management has moved from managing only extremely wealthy individuals to other portfolios. In the United States alone, there are an estimated 38 million other portfolios under management by Wealth Managers. A Wealth Manager then ends up managing anywhere between 200 to 600 portfolios. This becomes unrealistic without technological advances to help provide a timely insight toward portfolio goals.

Aiwozo helps bring Artificial Intelligence (AI) and Robotic Process Automation (RPA) capabilities to Wealth Management firms. Using our expertise, we help Wealth Managers derive a real-time view of their portfolios, and optimize their customer recommendations. AI helps customers redefine portfolios with a better understanding of their investments and the risks associated with it.

Features and Benefits