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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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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 Information

DployAI
United States
www.dployai.com

Company Information

Zahlenwerk Studio
Founded: 2026
Germany
www.zahlenwerk.studio/wealth-management

Alternatives

Alternatives

SS&C Family Office Services

SS&C Family Office Services

SS&C Technologies
Prospero Suite

Prospero Suite

FINARTIS
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Asseta

Asseta

Asseta.ai

Categories

Family Office Supported

Categories

Family Office Supported
Wealth Management Supported

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
Claim DployAI and update features and information
Claim DployAI and update features and information
Claim Wealth Management by Zahlenwerk and update features and information
Claim Wealth Management by Zahlenwerk and update features and information