IMiX

IMiX

Investment Software Group
WealthForce.ai

WealthForce.ai

Intellect Design Arena
+
+

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About

IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.

About

WealthForce.ai is a BIAN-compliant, AI-led, cloud-native wealth management platform designed to serve as an empowered Relationship Manager (RM) interface by consolidating all customer information in one place. It has delivered measurable improvements, such as a 40% increase in RM-to-customer ratio, an 80% reduction in portfolio review time, and a 30% uplift in operational efficiency. It supports efficient customer management through a comprehensive 360-degree view, enabling RMs and financial advisors to quickly optimize and customize portfolios based on individual client needs. The platform is structured around four core pillars, which automate operational processes with cognitive RPA, AI, and ML, support multi-asset operations, and include a dashboard for generating rules, building campaigns, and measuring cost-effectiveness.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management

Audience

Financial advisors and wealth management firms needing a solution to streamline client engagement, portfolio optimization, personalized advisory, and compliance workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Investment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix

Company Information

Intellect Design Arena
Founded: 1996
United States
www.intellectai.com/apac/wealth-force/

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
IMiX

IMiX

Investment Software Group
Third Financial

Third Financial

Third Financial Software
Pacer

Pacer

SS&C Technologies
Garradin

Garradin

Bravura Solutions

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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Claim IMiX and update features and information
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Claim WealthForce.ai and update features and information