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

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.

EXAMPLE “Engagement scores for 4 customers have declined over last 3 months. This is a good time for pre-emptive action”