Data for AI Applications
The Economic Fingerprint® Dataset is fueling AI-powered insights and financial advice, at scale.
Artificial Intelligence is only as effective as the data powering it.
We systematically engage and reveal data on each client's unique financial preferences, unlocking the potential of AI for wealth and asset management.
Book of Business Insights
Visualize how your book of business responds to market cycles and identify new growth opportunities.
A Data-Driven Plan for Market Volatility
Anticipate how each of your clients will react to market volatility and create personalized plans for volatile times.
Private Markets Personalization
Identify each client's intrinsic willingness to exchange liquidity for higher investment returns and reduced volatility.
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Empower Clients to Invest Their Values
Deeply understand how a client thinks about aligning their portfolios with their values.
