WealthERP
WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions.
With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations.
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Keenai
Keenai is where expertise meets innovation, transforming wealth with intelligence. Keenai is redefining the future of wealth management, where human expertise and AI-driven intelligence unite as Augmented Intelligence.
This powerful combination delivers smarter insights and uncovers opportunities that others may miss. We empower global investors and advisors to make better, more confident decisions through this unique blend of human intuition and technology.
Our leadership team, each with over 20 years of experience, brings unparalleled expertise to every decision. Together, we foster a culture of constant learning and growth, drawing on decades of collective wisdom to drive innovation and success.
Keenai Wealth, our wealth management app, offers bespoke investment opportunities, backed by deep insights and tailored to the unique needs of global investors. Build your competitive edge with Keenai Pulse.
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Envestnet Wealth Management Platform
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology.
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BITA Risk
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition.
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