WealthForce.aiIntellect Design Arena
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Related Products
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About
For a decade, knowledge workers have been the glue between tabs - copy from here, paste there, repeat. Even with AI chat, they are still the middleman, just a faster one. Uplift ends that. You describe the routine you want automated in plain language. Uplift shows you a map of what it understood, builds the agent, and runs it across the tools your team already uses, like Salesforce, HubSpot, Gmail, Google Sheets, and Slack. Then Uplift keeps it alive: when a model changes, an API drifts, or something breaks at 2am, that is Uplift's problem, not yours. No node-based logic. No flowcharts. No consultants. Your team describes the outcome. The building, monitoring, and maintenance sit with us. Built for the teams that drive growth across sales, marketing, operations, and HR.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Business teams in sales, marketing, operations, HR, and IT at mid-market and enterprise companies that run repetitive, manual workflows.
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Audience
Financial advisors and wealth management firms needing a solution to streamline client engagement, portfolio optimization, personalized advisory, and compliance workflows
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUplift
Founded: 2026
Israel
getuplift.ai
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Company InformationIntellect Design Arena
Founded: 1996
United States
www.intellectai.com/apac/wealth-force/
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Integrations
No info available.
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Integrations
No info available.
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