Technology
Powered by cloud infrastructure & AI
WealthNest.AI’s architecture is a blend of robust cloud infrastructure, smart AI-driven features, dynamic analytics, and a flexible backend—designed to deliver secure, personalized wealth management.
Smart Technology for Every Financial Need
Generative AI
Powered by Generative AI for insight generation and recommendation engine
Portfolio Analysis
Risk assessment
Investment recommendations
Real-time Data
Account Aggregator ecosystem integration
Live portfolio updates
Market data sync
Transaction monitoring
Compliance & Security
Enterprise-grade security with regulatory compliance
Regulatory compliance
OAuth2 authentication
End-to-end encryption
Advanced AI
Powered by Generative AI which enables sophisticated financial analysis, risk assessment, and personalized recommendations.
Financial insights powered by Generative AI
Predictive analytics for market trends
Personalized recommendation engine
Automated portfolio rebalancing suggestions
Enterprise Security
Bank-grade security with multi-layer protection and compliance with financial regulations.
End-to-end encryption for all data
Regulatory compliance
Bankgrade security with multilayer protection keeps your data safe.
Account Aggregator ecosystem integration
Why WealthNest.AI is the smarter way to manage your family’s finances
Secure and Reliable
Your data’s safety is our top priority. We use encryption, OAuth2 and multifactor authentication and integrate with the Account Aggregator ecosystem to ensure your information remains secure and compliant.
User-Friendly Experience
WealthNest.AI simplifies complex family finances with an intuitive, unified dashboard so everyone can manage their wealth effortlessly.
Real-Time Insights
Generative AI continuously summarises your wealth health, goal status and alerts, and live data feeds provide uptodate portfolio information.
Tailored to Your Needs
Our familyfirst design offers permissionsbased access across generations and personalised recommendations that evolve with your goals.
24/7 Support
AI models forecast tax liabilities, inheritance splits, insurance gaps and optimal investment strategies, helping you plan ahead.
Your personalized AI-powered Family Office App
- Automates tracking of All Assets & Liabilities
- Unified Dashboard across the entire Family
- Your data stays yours – 256-bit encryption, no human access,
complete privacy and control. - Recommends Personalised Smart Insights across 4I’s – Inheritance, Insurance, Income Tax, and Investments Coming soon
- AI-powered Wealth Advisor Coming Soon
