Best AI-based Wealth Advisory platform 2021
Deliver hyper-personalised investment advice at speed and scale.
An award-winning platform for Wealth managers, portfolio managers and financial advisers offered on albai™ Cloud as a fully hosted and managed SaaS platform with fully digitalized, paper-free, and AI-assisted features for independent wealth advisers and institutional wealth managers.
increase in client engagements
reduction in client profiling time
increase in administrator capacity
Never miss a client meeting or appointment ever again.
Automatically collect all your client data in one place from phone calls, emails and texts and develop a client profile.
Perform effective KYC-AML & Document Verification with our interactive workflow system.
Provide sound, unbiased advice based on third party data & investment research.
Meet all compliance requirements automatically by linking to investment products, client classification, and risk profile.
Real-time reporting on portfolio suitability, attitude to risk, net worth and portfolio at your fingertips.
Ready-to-use AI-powered platform for advisers to serve their clients at scale and speed