Evolving Intelligence
HQ Address
Toronto, ON, Canada
Website Address
Business introduction
Preserving Wealth Across Generations
Private Wealth Platform Powered by Private AI. Preserve and Optimize Generational Wealth
AI driven private wealth preservation management B2B platform with intergenerational family wealth knowledge, and AI agents, for advisors to optimally plan, manage, grow, and transfe a family's globally distributed assets and investments.
Advisors can collaborate with AI for multiple document insight, asset transfer risk assessment, recommended generated tasks and advisor roles, to optimally manage risks, tax strategies, fund allocation towards commitments, and asset class investment distributions.
Evolving Intelligence Solutions
Alternative Investment Platform
The Alternative Investment (AI) platform is a framework to manage funds, including: Private equity funds Venture capital funds Real estate funds Hedge funds Digital asset funds Private credit funds Private debt funds AI Assistant supports GPs during deal flow stages by assessing fair market value during deal due diligence, optimizing fund allocation across investments, and recommending deal exit......
business needs
view solutionFamily Legacy Continuity Platform
Family Legacy Continuity platform Engage global advisors to securely collaborate around a family’s wealth with AI guiding through intergenerational wealth knowledge and insight. Family Legacy Continuity (FLC) platform provides AI driven automated and guided processes for advisors assisting families with growing and preserving wealth across generations. The platform’s AI based wealth informational insight......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Investment Platforms & Tools
Trusted Advisory Service
TAS facilitates private wealth services, such as family enterprises, family offices, multifamily offices, public and private trust companies, and wealth management firms to engage with the global community of professional expertise such as registered investment advisors, financial planners, tax and estate attorneys, accountants, valuators, and insurance brokers. The platform provides the......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Portfolio Build, Analysis & Reporting
