AI-Powered Wealth Advisory

Deliver hyper-personalised advice at scale and speed

Elevate your advisory services with our AI-powered wealth management solution tailored for advisors. Harness cutting-edge technology to provide personalized insights and strategies, empowering you to guide your clients towards their financial goals.


Increase in client engagements


Reduction in client profiling time


Increase in administrator capacity

Key Features

Intelligent CRM

Effectively manage client meetings and never miss an appointment again!

Smart Survey

Streamline data collection, creating comprehensive client profiles for valuable insights.

Digital Onboarding

Facilitate seamless client onboarding, ensuring efficient KYC-AML & Document Verification.

AI-powered Portfolio Developer

Make knowledgeable investment choices guided by impartial advice concerning your portfolio

Digital Compliance Checker

Ensure compliance effortlessly, aligning investment products and risk profiles.

Client Reporting

Access real-time client reports with ease, simplicity and transparency at your fingertips.

Customer Stories

Transforming Compliance Policy Management with GenAI

Discover how LatentBridge’s GenAI-powered solution enhanced accessibility and understanding of regulatory compliance policies for a large European financial services firm.


Success in fetching contextualised information


Access to relevant information


Document search and compare

Customer Stories

Accelerating digital transformation with an Intelligent Automation CoE for a leading business process services provider

Established an Intelligent Automation Centre of Excellence (IA CoE) to scale automation initiatives across the organisation and meet business goals of customer experience, employee engagement, and process efficiencies. The IA CoE put together an automation roadmap by identifying the right automation candidates, an ROI maximisation framework, best practices for tools and methodologies, and the adoption of industry standards in processes and documentation.


Reusable code was developed showcasing an extensible design philosophy


Faster release cycle for new processes


Processes were automated in parallel as benchmark processes

Customer Stories

Increased efficiency of Accounts Payable for a leading industry organisation of merchants

Modernised Accounts Payable function with Robotic Process Automation (RPA) and AI-based solution handling more than 40000 invoices across about 100 merchants. A single intelligent automation framework was developed to enable automated extraction of invoice data, verification against purchase orders, making journal entries and communication exceptions with relevant teams.


Accurate reconciliation of invoices


Reduction in manual efforts


Reduction in overdue payments

Customer Stories

Improved fee collection and revenues for leading wealth and investment adviser in the UK

Streamlined revenue and billing operations across more than 3000 clients and over 80 plan administrators by designing a centralised fee management and administration platform. The solution included an API-based ingestion of fee statements, automated fee receivables, matched it to statement data and flagged unmatched items, thus improving fee collection and improving business productivity.


Fee management efforts automated


Reduction in supervision efforts


Real-time / on-demand Fee MIS & Analytics

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Icon - Elements Webflow Library - BRIX Templates