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About Us
What we do
IntelliWealth: AI for Smarter Wealth Management
IntelliWealth equips wealth managers with accessible Generative AI tools to revolutionize their practice. Our mission is to transform manual workflows into intelligent, automated processes that significantly reduce operational costs and save time.
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What We Deliver
We empower Small to Medium-sized wealth management firms and independent advisors who are struggling with manual data entry and time-consuming reports. We provide both the technology and the advising to implement AI attainably.
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Enhanced Decision Making: Automate complex tasks like portfolio tracking and risk analysis using Microsoft Copilot for Excel.
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Personalized Client Experience: Leverage ChatGPT as a virtual assistant for instantly drafting personalized summaries and market insights.
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Streamlined Operations: Integrate Google Gemini and Google Analytics AI for comprehensive data and real-time financial insights.
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IntelliWealth enables wealth managers to modernize analytics, automate administration, and refocus on growing client relationships.
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Generated with ChatGPT​
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What Our Clients Say
IntelliWealth has completely transformed our approach to wealth management. Our operational efficiency has significantly improved.
Maria Chen
Wealth Manager at Future Advisors
John Smith
Independent Financial Advisor