Reducing Manual Work and Advisor Overhead with an AI-Enabled Platform
Wealth Management and Investments
500–1,000 employees
A leading wealth management firm needed a way to centralize fragmented tools, automate portfolio tracking, and empower advisors with real-time AI insights.
Working with Aureum and powered by Deploy.AI, the firm implemented an AI-powered dashboard for ddvisors — a centralized, AI-powered dashboard integrated with Envestnet and customized to their operations and compliance policies. The system now enables advisors to access performance data, visualize trends, and query an integrated AI assistant for portfolio insights.
The Client
The client is a top-tier wealth management company serving a nationwide network of financial advisors. Focused on delivering premier financial services, the firm emphasizes compliance, operational efficiency, and advisor productivity.
Financial advisors can spend up to 30% of their time manually gathering and interpreting portfolio data, reducing client-facing activities and decision-making speed.
The Challenge
The client’s advisors faced major operational bottlenecks:
Disconnected systems made it time-consuming for advisors to access client data and essential tools.
Manual portfolio data handling caused delays, inefficiencies, and increased the risk of errors.
Lack of AI integration limited advisors’ ability to deliver proactive, data-driven insights.
Compliance requirements grew as manual processes made regulatory adherence harder to guarantee.
Without solving these challenges, the client risked slower client interactions, missed market opportunities, and falling behind competitors.
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Clients partnered with Aureum to build Advisor Dashboard, a secure and scalable advisor workspace. Deploy.AI powered the AI features of the system, enabling intelligent assistance, real-time analytics, and context-aware insights.
Unified Workspace
Advisors accessed tools, client data, and portfolio metrics through a single, customizable interface.
Customised AI Assistant
Embedded AI chatbot delivered real-time, context-aware insights and performance metrics.
Automated Data Feeds
Integrated daily PSV files from Envestnet to provide up-to-date AUA, client, and portfolio data.
Secure and Scalable
Role-based access, SSO via Azure AD, and compliance controls ensure data integrity and future growth.