Wealth Management by ZahlenwerkZahlenwerk Studio
|
||||||
Related Products
|
||||||
About
DployAI is a specialized AI deployment and integration provider focused on empowering family offices through tailored AI solutions and digital transformation. It offers AI deployment and integration services to automate financial operations, streamline repetitive tasks, and enhance decision‑making with custom algorithms for portfolio management, trend analysis, and risk assessment. Clients benefit from custom AI model development, hands‑on consulting, and ongoing training to optimize system adoption and maintain performance. With claims of boosting operations by 40 %, enabling 99+ system integrations, and saving finance teams an estimated 20 % of weekly hours, DployAI emphasizes efficiency improvements and comprehensive AI-powered financial insight.
|
About
Wealth Management by Zahlenwerk is a cloud portfolio and bookkeeping workspace for family offices and investment managers tracking private-market investments across legal entities. It records fund LP and SPV commitments, direct holdings, SAFEs, convertibles and options, with capital calls, distributions, cash flows and valuations supporting IRR, TVPI and DPI calculations. Users can forward or upload capital account statements, call notices and distribution notices; extracted figures stay linked to their source documents for review. The platform maintains books by legal entity alongside related portfolio positions. An in-app assistant and MCP server connect portfolio data with Claude and ChatGPT. The assistant cannot delete positions, people, entities or bank accounts, and every in-app write requires explicit approval. The product is in beta, in use at a small number of family offices, and access is by request.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Multi-family offices looking for a solution to automate financial workflows, improve investment analysis, and elevate operational efficiency through tailored model deployment and expert guidance
|
Audience
Single-family offices, multi-family offices and investment managers tracking private-market investments.
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationDployAI
United States
www.dployai.com
|
Company InformationZahlenwerk Studio
Founded: 2026
Germany
www.zahlenwerk.studio/wealth-management
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
ChatGPT
Not Supported
Claude
Not Supported
Claude Duet
Not Supported
Claude for Legal
Not Supported
Gmail
Not Supported
Google Drive
Not Supported
Microsoft Outlook
Not Supported
Microsoft Teams
Not Supported
Model Context Protocol (MCP)
Not Supported
Slack
Not Supported
|
Integrations
ChatGPT
Supported
Claude
Supported
Claude Duet
Supported
Claude for Legal
Supported
Gmail
Supported
Google Drive
Supported
Microsoft Outlook
Supported
Microsoft Teams
Supported
Model Context Protocol (MCP)
Supported
Slack
Supported
|
|||||
|
|
|