Solution introduction

A single dashboard housing big data

Intelligent Advisor is a tool for relationship managers and investment advisors, that uses A.I to discover investment opportunities from alternative data

Build relationships. Spend less on crunching numbers

  • Crunch big data to deliver actionable and rational information.
  • Improve banker’s delivery with a one-stop dashboard that displays relevant investment ideas.
  • Available at their fingertips and minimizes time spent on research.

Explore features

Automated security scoring

  • Blends factors covering momentum, value, quality, and sentiment to score and rank your universe of securities and currencies
  • Scores are revised on a daily basis to reflect market developments

Sentiment

  • Distill latest market sentiment extracted from the news
  • Get Social media commentary analysis to understand the impact on the stock

Personalize the platform

  • Add favourite stocks to watch for close monitoring
  • Integrate your own content such as research reports, factsheets, and commentaries

Real time talking points

  • Data points are translated into actionable and simple talking points that one can convey to clients
  • Immediately respond to clients with clear long and short auto generated stock insights

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.