Asset management
Unlock Your Wealth Potential
We specialize in providing wealth advisors and asset managers with advanced digital solutions to efficiently scale their portfolio rebalancing services. Our AI-optimized plug-and-play terminal serves as a comprehensive data management system, streamlining the rebalancing process for advisors and managers.
One of the most significant challenges faced by advisors and managers is the ability to offer portfolio rebalancing services to a large number of clients consistently and in a scalable manner. This obstacle often hinders the establishment of strong client relationships and the potential for revenue growth.
At our company, we alleviate this pain point by leveraging cutting-edge technology to automate and optimize portfolio rebalancing. By utilizing our plug-and-play terminal, advisors and managers can efficiently manage the rebalancing process for numerous clients simultaneously. This allows you to dedicate more time and resources to building and nurturing client relationships, ultimately leading to increased revenues.
Our solution is designed to meet the specific needs of wealth advisors and asset managers, providing you with a reliable and user-friendly platform that seamlessly integrates with their existing systems. By embracing our digital tools, advisors and managers can enhance your operational efficiency, improve client satisfaction, and unlock the full potential of your portfolio rebalancing services.
Feature
Build Relationships and Increase Revenues
Our “wealth terminal” approach for wealth advisors, such as independent financial advisors and private bankers, and asset managers allows you to offer rebalancing as frequently as daily or even real time.
Genisys AI
Our cutting-edge Genisys AI engine revolutionizes the portfolio rebalancing process by offering a straightforward, transparent, and easily comprehensible experience for end clients.
The extensive range of features encompassing portfolio construction, management, monitoring, and reporting is seamlessly integrated within Genisys. Powered by neural networks and supported by our advanced data lake technology, Genisys acts as a virtual business analyst and co-pilot for advisors and managers, working diligently behind the scenes.
What sets Genisys apart is its ability to articulate the benefits of portfolio rebalancing without resorting to product pushing, thus fostering trust with end clients. This approach aligns perfectly with the age-old adage that “the client is always right.” By leveraging neural networks, Genisys provides data-driven insights derived from continuous learning and analysis of structured and unstructured data. It captures the interdependencies of financial variables and adapts to the preferences and expectations of each client. This empowers financial advisors to create portfolios that feel familiar to your clients, while still incorporating their own sentiment analysis and recommendations. The result is stronger client relationships and the delivery of exceptional customer experiences.
With Genisys as your ally, financial advisors gain the ability to offer unparalleled portfolio solutions while maintaining a human touch. By combining the insights provided by Genisys with your own expertise, advisors can forge deeper connections with clients and exceed their expectations consistently.
Why Genisys?
Genisys learns to handle time-consuming tasks, enhancing not only the efficiency of operations but also allowing for hyper-personalization. Incorporation of dynamic programming with our Lagrangrian neural network enables the efficient decomposition of complex interdependent variables, allowing real-time automated financial modeling and management.
Genisys can also automatically compute and adjust the parameters and weights, which required inputting before, effectively “re-training” itself or self-learning. Coupled with the ability to reference unstructured and unfiltered data, this is an advancement over the primarily sentiment-driven generative AI models.
This empowers financial advisors with the market data, products, strategies and “co-pilot” necessary to achieve a simple, explainable, effective and scalable portfolio rebalancing journey with their end clients. Our technology is currently live in Korea, and we are expanding with independent financial advisors, insurance companies, private banks, retail banks, asset managers, securities and brokerage providers as well as multi-family offices and external asset managers.