WealthVega brings Gen AI to transform financial advisory

Financial advisor dashboards often require advisors to navigate multiple disparate systems and restrict them to a fixed set of data points, leading to frustration for both advisors and clients. Our solution, powered by AI and Generative AI, offers innovative improvements that enhance usability and flexibility.

Intelligent Financial Advisor

Consolidates datasets to create personalized views for advisors and clients

Customized Sales Pitch

Produces tailored sales decks for clients by leveraging both quantitative and qualitative datasets

Enhanced Meeting Docs

Generates real-time, accurate notes for both virtual and in-person consultations

Automated Client Follow-ups

Ensures no client interaction goes unaddressed with automatic email and task creation features