AI-powered products and services have fundamentally transformed how wealth managers analyze, interpret, and present financial data. By harnessing the power of machine learning algorithms, natural language processing, and predictive analytics, these solutions provide actionable intelligence, enabling wealth management professionals to deliver personalized recommendations, optimize investment strategies, and mitigate risks effectively.
Investment Performance as a Service
Consuming and Delivering Performance Data Performance Engine, System Architecture and Guidance, On-Premise Support, BPO
Reporting as a Service
Displaying and Communicating the Investment Story Goal-Based, Flexible, Advisory Portal, Managed
Insights as a Service
Transforming Data into Actionable Insights Natural Language Generation, Machine Learning, MVO/LSTM
Data Aggregation as a Service
Technology framework with OCR, knowledge-based extraction Intelligent classification models, machine comprehension, information retrieval
First Rate serves over 500 clients worldwide. Our global reach is focused on expanding and growing in the UK/EU, APAC, and EMEA regions.
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