InvestAi
Ingest
Machine interpretable knowledge layer
18,000
Equities & Funds
Client Data
Equities & Funds
Infer
Trained algorithms that generate signals
30+ Models
Equities & Funds
Personalise
Behavioural profiles that power insights
Multi-level
Personalisation
Equities & Funds
2,000+
Live insights
InvestAi combines data pipelines with AI models to create a set of insights relevant for each end user. These insights are delivered as products that are configured for each customer.
Portfolio
Insights
Monitors investor portfolios and provide intelligence to advisors for further action.
EXAMPLE “3 customer portfolios are underperforming and here are some ideas for improvement”
Market
Insights
Proprietary ML models create personalised insights for end investors.
EXAMPLE “Alert me when a specific stock has a high probability of delivering at least 3% return in next 30 days”
Behaviour
Insights
Behaviour and usage data is used to generate predictive signals, enabling proactive actions.