AI + Wealth
Finarion
AI-Powered Wealth Management Solutions
Finarion develops innovative, agentic solutions in the wealth management space. Our products include the Self-guided Performance Check for portfolio analysis and the Proposal Generator for intelligent investment proposals.
Performance Check
A B2B2C tool for banks, wealth managers, and advisors to offer clients and prospects a fair, transparent, and easy-to-understand assessment of their portfolio's performance held with competitors, helping generate leads.
Automated portfolio scanning and analysis
Comparison with appropriate benchmarks
Plain-text explanations of performance results
Lead generation for the financial institution
Proposal Generator
A tool for financial advisors to generate high-quality investment proposals aligned with your House View and tailored to client preferences. Regulatory-compliant recommendations for both portfolio rebalancing and new money.
House View alignment and consistency
Client-specific risk profiling and preferences
Portfolio rebalancing and new money proposals
Comprehensive narrative for client presentations