Build dynamic, client-centric advisory workflows that adapt to market shifts and individual financial goals
Anticipate risks and opportunities by continuously scanning market movements, news sentiment, and portfolio exposures
Deliver tailored recommendations aligned with customer risk tolerance, goals, and life events
Integrate advice delivery across apps, call centers, and advisor dashboards without friction
Generate recommendations, rebalance portfolios, and flag anomalies with minimal manual effort
Human-only advising can’t keep up with fast-changing markets, shifting customer goals, and the demand for personalization. Akira AI introduces continuous intelligence that evolves with clients
AI enhances advisory by enabling real-time insights, personalized portfolios, and seamless client engagement
Offer real-time, data-backed financial insights to clients
Create hyper-personalized portfolios that adapt to life events and risk profiles
Deliver consistent, omni-channel client engagement with automated recommendations
Akira AI provides specialized agents designed for financial institutions, advisors, and customers to unlock tailored, compliant, and adaptive advice
Generates investment strategies tuned for client risk, goals, and market conditions
Secures sensitive financial and personal data with encrypted, compliant pipelines
Provides a 360° view of client portfolios, goals, and engagement history
Tracks client financial behavior to spot lifestyle changes or risk shifts early
Automates suitability checks, disclosures, and compliance reports for advisory workflows
Reimagines financial advising with real-time insights, hyper-personalized portfolios, effortless compliance, and always-on client engagement
Empower advisors with real-time recommendations that adapt instantly to market trends
Spot opportunities: Highlight undervalued assets or diversification gaps
Adapt continuously: Rebalance portfolios with real-time market and client updates
Automate touchpoints and deliver always-on personalized advice
Engage proactively: Send tailored alerts on savings, investments, or risk exposure
Build Trust: Provide advisors with AI-backed insights for deeper client relationships
Simplify regulatory complexity with advisory automation
Automate disclosures: Generate suitability and fiduciary reports automatically
Streamline audits: Ensure full transparency and readiness for financial oversight
Accelerate client decisions with AI-prioritized advisory intelligence
Push insights: Share market alerts and portfolio impacts instantly
Act faster: Automate portfolio rebalancing and risk adjustments
Empower advisors with real-time recommendations that adapt instantly to market trends
Automate touchpoints and deliver always-on personalized advice
Simplify regulatory complexity with advisory automation
Accelerate client decisions with AI-prioritized advisory intelligence