Intelligent Advisor equips relationship managers and investment advisors with an invaluable financial dashboard that crunches big data, elegantly aggregates key information streams and uses AI to discover investment opportunities from alternative data.

More relationship building Less number crunching

Minimize time spent on research with compiled information accessible at your fingertips
Deliver rational and actionable information quickly as IA crunches the big data for you

Improve your bankers’ delivery with a one-stop dashboard that displays the latest and most relevant investment ideas

A smart financial dashboard packed with intuitive features

Automated Security Scoring


Personalize the platform

Real-Time Talking Points

Suitable for these Industries


Asset Managers

Empower your financial advisors with a dashboard trusted globally

Spend less time crunching numbers and more time understanding the bigger picture.

Spend less time crunching numbers and more time understanding the bigger picture.Intelligent Advisor accurately gathers, analyses and displays data in a unified financial dashboard that makes it easy for your advisors to do what they do best. The platform also benefits clients, allowing for smooth communication of high-quality stock insights, investment opportunities, portfolio summaries and more with minimal manual input from advisors.

Tell us what you need and when you need it, and our experienced team will come to you with a fully customisable Intelligent Advisor financial dashboard built to effortlessly complement your service offering and boost client satisfaction.

Read more

Discover other products