AI-Powered Solutions for
AI-Powered Solutions for
Modern Wealth Management
&
Family Offices
Modern Wealth Management
&
Family Offices
Trusted by mid-sized wealth firms
Trusted by mid-sized wealth firms
Hyper-Personalised Messaging
Analyst Benchmarking
Risk & Goal Mapping
Science of Investing
Smart Task Prioritization with AI Insights
Real-Time Team Collaboration
Risk & Goal Mapping
Science of Investing
Hyper-Personalised Messaging
Analyst Benchmarking
Risk & Goal Mapping
Science of Investing
Empowering Relationship Managers, Analysts
and Ultra-High-Net-Worth Individuals with a connected platform
Empowering Relationship Managers, Analysts
and Ultra-High-Net-Worth Individuals with a connected platform
Our Products
For Analysts
Tru – AI Equity Research Platform
Tru – AI Equity Research Platform
Tru – AI Equity Research Platform
Tru is an AI-powered equity research platform that automates analysis. It helps analysts conduct in-depth analysis of financial instruments, track macroeconomic trends, and build investment theses with automated models and curated narratives.
Tru is an AI-powered equity research platform that automates analysis. It helps analysts conduct in-depth analysis of financial instruments, track macroeconomic trends, and build investment theses with automated models and curated narratives.
Tru is an AI-powered equity research platform that automates analysis. It helps analysts conduct in-depth analysis of financial instruments, track macroeconomic trends, and build investment theses with automated models and curated narratives.
SEC-compliant reports
SEC-compliant reports
SEC-compliant reports
Trained on analyst benchmarking across 7,500+ Indian stocks.
Trained on analyst benchmarking across 7,500+ Indian stocks.
Trained on analyst benchmarking across 7,500+ Indian stocks.
For HNIs and Ultra HNIs
Optima – DIY HNI Wealth App
Optima – DIY HNI Wealth App
Optima – DIY HNI Wealth App
Mobile-first experience with goal tracking
portfolio analytics
gamified insights,
concierge features
For Relationship Managers
ClientSphere – RM Command Center
ClientSphere – RM Command Center
ClientSphere – RM Command Center
Boost engagement, retention, and compliance with AI-driven RM tools including:
Boost engagement, retention, and compliance with AI-driven RM tools including:
Boost engagement, retention, and compliance with AI-driven RM tools including:
SmartPlanner
SmartPlanner
SmartPlanner
ClientMemory
ClientMemory
ClientMemory
ActionPrompts
ActionPrompts
ActionPrompts