IntellectAI, the WealthTech and InsurTech arm of Intellect Design Arenas, has announced the successful deployment of its digital wealth management platform, Wealth Qube, at a leading wealth management firm in India. This launch marks the first implementation of IntellectAI’s Indian Wealth Stack by an independent, top-tier wealth management provider in the Indian market, confirming its leadership in the sector.

Strategic Collaboration for Enhanced Investment Experience

In this partnership, the wealth management firm seeks to address existing market gaps by offering a seamless, trustworthy, and personalized investment experience. The focus is on deeply understanding financial behaviors, providing insights into financial portfolios, and offering access to a diverse range of investment products, demonstrating the firm’s dedication to pioneering, client-centric wealth management services.

Innovative Platform Features

Wealth Qube, built on the revolutionary eMACH.ai architecture, is a cloud-native, microservices-based solution that aims to deliver hyper-personalized wealth management services. The platform, offering Straight Through Processing (STP), enhances operational efficiency. It provides comprehensive digital wealth lifecycle management, covering customer onboarding, investment planning, portfolio management, and order processing.

Impactful Results Post-Launch

Following the launch of Wealth Qube on the AWS cloud and its mobile application, the wealth management firm has witnessed significant achievements, including a substantial number of customer onboarding and transaction processing in a short period. This success highlights the effective integration and robustness of Wealth Qube.

Executive Insight

Banesh Prabhu, CEO of IntellectAI, commented on the success, stating, “The recent go-live of Wealth Qube with this premier Indian wealth management firm, leveraging the AWS cloud, represents a significant leap in the Indian wealth management sector. Our innovative platform enables the firm to offer bespoke, advanced wealth management services at scale, aligning perfectly with their clients’ financial goals. This achievement reinforces IntellectAI’s commitment to innovation and excellence and solidifies our position as a leader in the Indian wealth market.”

The introduction of Wealth Qube in the Indian wealth market by IntellectAI marks a significant milestone in the digital transformation of wealth management, offering a sophisticated, technologically advanced solution for enhancing client experiences and financial services.

  Banesh Prabhu, India, IntellectAI, Wealth management, Wealth Qube