One of the functionalities that wealthtech software can provide you with is financial aggregation of data from sources like bank accounts, credit cards, investment portfolios, and more. As a result users obtain a holistic view of their financial situation and therefore are able to manage their wealth more efficiently.

Thanks to the intentional design of the software architecture with our potential partners in mind, our wealthtech software is friendly and easy to connect with other systems, such as banking systems. To date, we have successfully integrated our wealthtech solutions with numerous banking systems.

Thanks to the usage of the artificial intelligence and automation of the investment advisory process, it is possible to generate proposals not only on the basis of predictions and information from investment markets, but also on the basis of the client's profile and preferences. Based on information on investment results, market data, risk profiles, clients’ financial goals, possible investment returns and other predictions, the advanced AI powered system is ready to prepare an investment proposal in a short time. This is an excellent functionality that may be attractive to entities handling their clients' investment portfolios and for banks offering such a service to their end clients. It makes the whole process more accessible and cost-efficient.

To monitor and achieve both long and short term financial goals the technology for wealth management often offers investment & portfolio management functionality that enables the user to follow the cost and the risk associated with investments. It also provides real-time data on portfolio performance, asset allocation and diversification. The portfolio, presented in the form of charts and graphs, includes crucial details on the funds and investment options. Bank advisors can adjust it and rebalance it so that it's optimised for specific needs of an individual client, and therefore the software can offer detailed specific investment strategies.

The fintech software collects and processes large amounts of data and analyzes it while also taking into account the personal needs and goals of the users which aids banking advisors and their clients in making the best investment decisions. Those wealth management technology solutions offer setting and tracking financial goals, such as saving for retirement, buying a house or funding a child's education. Goal based planning involves monitoring progress over time and helps stay on track when it comes to achieving the objectives.

The risk analysis tools for risk tolerance evaluation is one of the most important functionalities of the wealthtech software as it provides insight into potential risks of all investment decisions that could be made by the user. Due to this feature bank financial advisors can have the tool perform risk assessments on portfolios and simulate different market scenarios, to make the whole process into an even more personalized experience. This helps the users to make more informed investment choices more quickly and efficiently.