Winners will be those who adopt AI, champions will be those who combine human expertise and AI in a hybrid environment.
Wealthly is revolutionising how you support your advisors and their clients, providing opportunities to drive better operational efficiencies, automate tedious tasks and create new income.
Fully compliant and secure data scoring systems to support you to achieve your three main goals:
1. To better serve clients
2. Making work life & workflows easier for your advisors and saving them time
3. Drive new untapped income
Our smart data scoring systems and models help identify ways to optimise your organisation across 24+ categories, including new client acquisitions, client engagement improvements, and discovering new uncharted revenue opportunities.
Built to work alongside your existing platforms, portals, client apps, or with our best-in-class partners. Our hybrid AI agent provides the next generation of hyper-personalised engagement content and wealth building plans for your advisors and their clients.
Our smart scoring systems & models can generate customised portfolios based on your clients’ wealth building goals. Each portfolio will be constructed in a fully compliant, secure, and regulated manner. Advisors remain in full control of the process to promote the portfolios to their clients.
Join our waiting list and a member of our team will reach out to organise a demo. Let’s be champions together!