The latest technology news in the wealth management sector from around the world.
WealthAi, Stratiphy
WealthAi, a
London-based AI-driven operating system (OS) designed for wealth
managers, family offices and private banks, has partnered with
wealth management platform Stratiphy to make
Stratiphy’s managed portfolio services available directly through
the WealthAi platform.
Stratiphy provides personalised, professionally managed
investment portfolios through an AI-driven platform, while
WealthAi provides an OS that allows firms to onboard clients,
manage workflows and integrate key services in one place. By
combining WealthAi’s AI-native OS with Stratiphy’s investment
expertise, smaller asset managers and family offices can access
professionally managed portfolio strategies and the technology
needed to deliver them through a single platform, the firm said
in a statement.
Demand for customised investment strategies is growing among
family offices and sophisticated investors. At the same time,
asset managers are under pressure to modernise their technology
systems and reduce operational complexity. The partnership aims
to address both of these needs.
Under the partnership, firms using WealthAi’s OS will be able to
access Stratiphy’s managed portfolio strategies directly within
the platform. These portfolios are delivered via bank-issued
certificates, offering a flexible investment structure that
allows firms to access tailored strategies in a more efficient
way, the firm continued.
“External asset managers and family offices are increasingly
looking at how AI can help deliver better investment performance
and more personalised portfolios. The challenge is doing this
while managing rising operational and technology costs,” Jason
Nabi, co-founder and CEO of WealthAi, said.
