Connected Adviser Platform (CAP)

Best AI-based Wealth Advisory platform 2021

Business Impact

  • 2X

    increase in client engagements

  • 70%

    reduction in client profiling time

  • 5X

    increase in administrator capacity

Key Features

Intelligent CRM

Never miss a client meeting or appointment ever again.

Smart digital survey tool

Automatically collect all your client data in one place from phone calls, emails and texts and develop a client profile.

Digital Onboarding

Perform effective KYC-AML & Document Verification with our interactive workflow system.

AI-powered portfolio developer

Provide sound, unbiased advice based on third party data & investment research.

Digital Case Checker

Meet all compliance requirements automatically by linking to investment products, client classification, and risk profile.

Automated Client Reporting system

Real-time reporting on portfolio suitability, attitude to risk, net worth and portfolio at your fingertips.

LatentBridge’s Connected Adviser Platform wins Fintech Awards

Ready-to-use AI-powered platform for advisers to serve their clients at scale and speed

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