WealthGenie AI is a data-driven Investor Platform that enables Wealth Managers to manage Investor Relationships for scalable personalised service
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Identify Investment Patterns to form segments of Investors for leveraged, data-driven, personalised service at scale.
Capture Rationale via Fund Baskets in one place and drive your Investment Philosophy to Investors.
A web-based conversational app that allows Investors to set Goals, disclose EMIs & Assets and record Expenses, alongside raising service tickets.
Capture Investor's Goals, Assets, EMIs, Expenses via Conversational Interfaces or through the Enterprise App in Review Meetings. Get notified on Goal completion and communicate accordingly with Investors.
Detailed Portfolio Viewing and Analytics for Investors, Including family members Portfolio List. XIRR at Investor, Scheme and Portfolio level. Investment History as a list of Lifecycle Activities.
Capture Rationale via Fund Baskets in one place and drive your Investment Philosophy to Investors. Select investor categories while creating Baskets, and automatically search Investors Invested in a Scheme and AMC.
WealthGenie is an AI Product that treats processed Investors Data at its heart to help Advisors scale.
View your Investors via your preferred Lens - High-value, High-potential, stagnated investments, high liquidity, and so on ...
Get up and running within less than a week of uploading your data on the WealthGenie Platform.
User-friendly modern web-interface that needs minimal training to get started. Our customers have intuitively started using analytics in their daily workflows.
Detailed templatized Task workflows, to stay on top of work that needs to get done.
Transition all your leads through a pre-defined set of steps and identify bottlenecks in your Investor Onboarding process.
Quick updation of data via RTA ingestion to reflect transactions on the system within 24 hours.
Mr. Pradeep Atre, with great insights into the business and decades of experience, is mentoring us to build the CRM his organization needs to scale. He has a firm belief that technology will enable MFDs to personalise service to Investors, and help them grow and reach their goals.
Integra Wealth LLP
AMFI-registered Mutual Fund Distributor
Alongside catering successfully to UHNI Clients, Mr. Bhushan Wani believes the Mutual Fund Industry will help people of all financial backgrounds harness long-term investing to achieve their goals. His team's meticulous involvement in helping to develop WealthGenie provided us critical insights into the day-to-day workflows of Mutual Fund Distributors.
Crescent MFD
AMFI-registered Mutual Fund Distributor
Having a very good understanding of Technology, Mr. Ajinkya Abhyankar was able to buy into our vision of a data-driven Advisory approach to Investor Service. He was able to visualise and articulate the future of the Financial Advisory Industry, and the positive effects of AI to realise Investor Potential.
VBA Associates
AMFI-registered Mutual Fund Distributor