Wealthype – The Data Analytics Software for Financial Advisors

We are pleased to announce the launch of the first version of our data analytics software, Wealthype. Designed to revolutionize the work of financial advisors, it enhances business negotiations and frees up valuable time for client relationships.

Our suite includes two key products:

Plan_AI

A powerful data analytics tool to support business negotiations, enabling advisors to:

• gain a clear and immediate understanding of clients’ needs and goals;
• plan clients’ financial futures with a personalized approach;
• convert analyses into targeted advice on insurance protection and investment needs;
• create customized reports for both prospects and existing clients.

Talk_AI

An intelligent assistant for active dialogue with clients, offering:

• content on market trends, financial needs, and more to initiate conversations with clients and prospects;
• instant access to all materials necessary to discuss clients’ situations, market trends, and investment and protection opportunities.

Key Benefits of Our Software

1. continuous monitoring of clients’ financial well-being index;
2. flexible implementation options (available via API or server installation with a customizable interface);
3. integrated analysis of client information and the characteristics of financial instruments.

Success Story: Azimut Goal Based Plan

Since October, Azimut has been using our software across its advisor network through the Goal Based Plan service. This innovative service aims to strengthen the financial advisory process, maximizing clients’ financial well-being through continuously optimized allocations based on personal goals.

Media Coverage

• Azienda Banca
• Citywire
• Il Giornale d’Italia
• FundsPeople
• We Wealth
• Milano Finanza
• Bluerating
• Advisor Online
• ESG News

For a demo of our tools, drop us a line at info@wealthype.com and see how to apply machine learning principles to traditional advisory processes