Freemium
WisdomPlan
WisdomPlan is an AI-based financial planning platform that helps individuals and advisors create personalized wealth management strategies through automated plan generation, scenario analysis, and portfolio recommendations.
Custom Pricing
WeInvest
WeInvest is a cloud-based investment management platform that automates portfolio construction, financial advisory, and mutual fund transactions primarily for financial advisors and wealth managers.
Subscription
Pocket Adviser
Pocket Adviser is a cloud-based financial planning software tailored for Australian financial advisors, offering automated compliance, client management, and advice workflow tools.
Commission-based
Aurum KuberX
Aurum KuberX is an Indian digital investment platform offering portfolio management, personalized advisory, and mutual fund investments through web and mobile apps.
Custom Pricing
Intellifox
Intellifox is an AI-driven platform that automates financial advice, client onboarding, risk profiling, and compliance for wealth managers and financial advisors.