With a fully integrated design, initial configuration and training are minimal. The Ndex F-Engine solution is a fully scalable, web-based wealth management system……. Myriad is an integrated set of custom-configurable software modules that provide a flexible, fully automated, highly scalable end-to-end solution for wealth management.
Thanks to that I no longer waste 30 minutes every day making sure that the clients’ data I have is correct. WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. Our Wealth Management Process can help you simplify the demands of managing your wealth allowing you to devote more time to your business, your personal goals and your family. View the brief video below and get started by contacting us today.
Front-Office Productivity
Below are few ways in which artificial intelligence can be used for extracting useful information from unstructured data — which can in turn be used to maximize the performance of a portfolio relative to its benchmark. One major challenge that RAs face, which could limit adoption, is increased regulatory oversight. Like traditional investment advisors, robo advisors have to be registered with the local regulator in most countries. This means that robo advisors have to act ethically and in the best interests of their clients. Many of the AI tools that underpin these RAs — for instance artificial neural networks — are complex and opaque.