WealthForce.ai offers an AI-led advisory toolkit that includes “What-if” and economic scenario analysis, ESG and sentiment analysis, customised recommendations, and smart portfolio health checks. These tools are designed to assist RMs and customers in making data-driven investment decisions.

• It enables hyper automation through DIY and paperless account opening, virtual and interactive advisory, and engagement indicators that simplify every step of the customer journey.
• The platform also drives hyper-personalisation, delivering AI and data-evidenced nudges and tailored insights unique to every customer.
• It delivers AI-driven insights through predictive analytics, product propensity modelling, customer engagement indicators, and intelligent copilots that give both RMs and clients proactive, data-backed guidance.
• It embeds 3D compliance into every workflow, applying real-time checks across regulatory rules, internal policies, and client-specific mandates to ensure every action stays aligned and risk-free.
• It strengthens decision-making with advanced portfolio analytics, offering deep multi-asset views, scenario simulations, and risk-weighted insights that help advisers and clients understand performance and act with confidence.

WealthForce.ai also features Embedded AI Agents that power tools like RM Meeting Preparation, RM Insights, Prospect/Product Propensity, Personalised Insight Builder, Customer Engagement Indicator, and RM Day Optimiser — all aimed at helping RMs engage more effectively with clients

The platform’s Gift City capabilities include multi-market and multi-jurisdiction support, advisory and portfolio flexibility, omnibus and SWIFT integration, multi-centre booking, and configurable accounting and fee engines.

Together, these capabilities position WealthForce.ai as a future-ready, enterprise-grade platform engineered to elevate every facet of modern wealth management.

WealthForce.ai delivers measurable outcomes,  including a 30% gain in operational efficiency, an 80% reduction in portfolio review time, and a 40% improvement in RM-to-customer ratio.

• It enhances RM effectiveness through contextual preparation for client meetings, enabling RMs to summarise key information, access past interactions, and identify discussion points. 
• Through RM Insights, the platform provides real-time access to public market, internal research, and customer data, helping RMs respond with accuracy and expertise.
• The Customer Engagement Indicator uses predictive analytics to measure client engagement and identify churn risks, allowing proactive retention strategies.
• Prospect/Product Propensity models predict client interest in specific products, improving targeting and campaign performance. 
• The Personalised Insight Builder matches customer portfolios with relevant market updates automatically, ensuring contextual engagement. 
• The RM Day Optimiser enhances daily productivity using AI-driven recommendations for meeting planning and task prioritisation.
• WealthForce.ai’s Composable Architecture ensures scalability and future readiness through open APIs and obsolescence protection.
• Ultimately, these benefits empower advisers to deepen relationships and clients to make confident, well-informed financial decisions.