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Data services

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www.inbest.ai

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Solution introduction

Data analytics platform for the wealth management industry

Aggregation
Inbest aggregates banking, investment and pension accounts to create a holistic view of customers financial situation

Categorization
Inbest normalises and categorizes accounts’ balances and transactions to get a detailed breakdown of customers financial situation

Analysis
Inbest performs an exhaustive analysis of customers balance sheet, investment portfolio, lifestyle and investment goals

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