WealthCraft+
WealthCraft+ is designed to transform how wealth managers create investment proposals for their clients.
All this with conversational through GPT
Effortless Proposal Generation
Regulatory Compliance
Enhanced Productivity
Improved Client Experience
Intelligent Portfolio Analysis
WealthCraft+ revolutionizes how wealth managers create and modify investment proposals through the power of artificial intelligence. By combining advanced document processing, conversational AI, and automated proposal generation, we transform complex portfolio management tasks into simple conversations. This innovative approach allows wealth managers to focus on what truly matters – providing strategic guidance and building strong client relationships.
Portfolio Analysis & Processing
Upload PDF bank statements and let our AI engine do the work. WealthCraft+ automatically extracts and analyzes portfolio data, identifying securities, positions, and performance metrics without manual intervention. This intelligent processing eliminates data entry errors and saves valuable time in the proposal creation process.
Conversational Portfolio Management
Expert opinions, encompassing in-depth analyses, forecasts, and professional viewpoints on stock performance and market trends. These perspectives provide a deeper understanding of how the market is reacting to and interpreting various company developments, enriching your investment decisions with a layer of expert analysis.
Dynamic Proposal Creation
Transform portfolio changes into professional client proposals instantly. WealthCraft+ generates comprehensive PDF documents that clearly present current positions, proposed changes, and the strategic rationale behind each recommendation. This automated process ensures consistent, high-quality documentation for every client interaction.
Enterprise Solutions & Compliance
Modern wealth management demands solutions that balance innovation with regulatory compliance and seamless integration. WealthCraft+ addresses these challenges by providing enterprise-grade capabilities that work in harmony with existing systems while maintaining strict regulatory adherence. This comprehensive approach enables firms to modernize their operations without compromising on compliance or disrupting established workflows.
Risk Management & Compliance
Ensure every proposal aligns with regulatory requirements and client risk profiles. WealthCraft+ actively prevents non-compliant recommendations and adapts to global regulatory frameworks, providing real-time validation of investment decisions. This proactive approach to compliance reduces risk and strengthens client trust.
System Integration
Integrate WealthCraft+ seamlessly with your existing wealth management infrastructure. Our API-enabled platform connects with your current systems, maintaining consistent client profiles and portfolio data across your technology stack. This integration ensures a smooth transition and enhanced operational efficiency.
Operational Excellence
Maximize productivity and client satisfaction through automation. WealthCraft+ reduces proposal creation time from hours to minutes, automates routine calculations, and ensures consistent, professional communication with clients. This efficiency allows wealth managers to focus on relationship building and strategic advice, driving business growth and client retention.