WealthForce.ai

WealthForce.ai

Intellect Design Arena
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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.

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

Business teams in sales, marketing, operations, HR, and IT at mid-market and enterprise companies that run repetitive, manual workflows.

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

Uplift
Founded: 2026
Israel
getuplift.ai

Company Information

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

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
IMiX

IMiX

Investment Software Group
Garradin

Garradin

Bravura Solutions

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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