WealthAi and MDOTM have partnered to offer AI-driven investment tools to wealth managers and advisers through MDOTM’s Sphere platform on WealthAi MarketPlace. The integration aims to enhance portfolio design, rebalancing, and client reporting for efficient investing services tailored to individual needs.

MDOTM’s Sphere platform assists in asset allocation, portfolio rebalancing, and automated reporting for customised insights. WealthAi CEO Jason Nabi expressed excitement about the collaboration, emphasizing the delivery of advanced AI tools for personalized, compliant, and efficient investment solutions to clients.

Federico Invernizzi, COO of MDOTM, highlighted the partnership’s goal to empower investment professionals with advanced technology. The integration of Sphere into WealthAi’s ecosystem expands access to AI-driven investment platforms for a broader range of advisers and wealth managers, facilitating impactful, data-driven investment decisions at scale.

Wealth managers can now access Sphere through WealthAi MarketPlace, benefiting from mass customisation capabilities for rapid portfolio creation and rebalancing based on market views and risk profiles. Sphere’s StoryFolio feature uses Generative AI to provide custom portfolio commentary and client-ready reports, enhancing insights and documentation tailored to clients and market views.

The alliance between WealthAi and MDOTM reflects the industry trend towards AI and automation in wealth management, aiming to boost productivity, personalize services, and meet customer demands through scalable, technology-driven solutions. This collaboration underscores the commitment to advancing AI tools for wealth managers in a rapidly evolving financial landscape.

Read more at Yahoo Finance: WealthAi and MDOTM partner on AI tools for wealth managers