Type of client

Type of end user

Functionality

  • Create portfolios
  • Monitor individual portfolios
  • Learn from user behaviour
  • Provide investment ideas
  • Provide predictive alerts
  • Identify patterns
  • Predict behaviour
Portfolio Insights

Wealth Managers, Advisory Firms and Private Banks

Investors

  • Create portfolios
  • Monitor individual portfolios
  • Learn from user behaviour
  • Provide investment ideas
  • Provide predictive alerts
  • Identify patterns
  • Predict behaviour
Market Insights
Funds

Fund Platforms & Distributors, Fund Management Companies

IFA or End Investor

  • Create portfolios
  • Monitor individual portfolios
  • Learn from user behaviour
  • Provide investment ideas
  • Provide predictive alerts
  • Identify patterns
  • Predict behaviour
Equity

Brokerage Platforms and Profile Managers

Money Manager or End Investor

  • Create portfolios
  • Monitor individual portfolios
  • Learn from user behaviour
  • Provide investment ideas
  • Provide predictive alerts
  • Identify patterns
  • Predict behaviour
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Behaviour Insights

Any firm involved in Wealth & Investments

Wealth Mgrs

  • Create portfolios
  • Monitor individual portfolios
  • Learn from user behaviour
  • Provide investment ideas
  • Provide predictive alerts
  • Identify patterns
  • Predict behaviour
Common Features

Monitoring and prediction

Insight personalisation

Explainability TAIF* Compliant

* Bridgeweave Trusted AI Framework

Audit Trails TAIF* Compliant

* Bridgeweave Trusted AI Framework

GDPR
Compliant