AI-Powered Decision Intelligence for Wealth Management Firms

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Data Services For Wealth Management Firms

Empowering Wealth Managers and Advisory Teams with Scalable and Efficient Investment Research

When performing investment management, wealth management firms, private banks, and single or multifamily offices worldwide typically focus on the following critical considerations to ensure a best-in-class experience for their HNI/UHNI clients:

How to initiate and maintain a sizeable coverage of investment ideas across sectors and regions while still ensuring process and cost efficiency?
How to generate mandate-compliant investment ideas across asset classes to enhance AUM while ensuring wealth preservation?
How to track the performance of relationship managers and ensure excellent client experience on an ongoing basis?

You need comprehensive solutions that not only streamline the entire investment process efficiently but also help you with real-time monitoring intelligence to make timely business decisions. Our wealth management-focused solutions are best placed to equip you with the business outcomes you seek to achieve higher AUM and happier clients with a relentless focus on cost efficiency and compliance.

Problems We Solve

We develop tailored solutions for complex challenges in wealth management by leveraging our solutions that combine deep industry expertise, technology-enabled modernized research, artificial intelligence (AI)-driven insights, and decision-driving visualization:

Scalable, Efficient Research Coverage

Delivering and maintaining comprehensive all-year-round coverage of global investment opportunities across asset classes through a hybrid approach that combines human expertise with tech-powered efficiency.

Regulatory Compliance & Reporting

Ensuring seamless adherence to evolving regulatory requirements and streamlining reporting processes to enhance transparency and efficiency.

AUM Growth & Client Engagement

Empowering relationship managers with data-driven, actionable investment research to enhance AUM growth for both advisory and discretionary mandates.

AI-Driven Portfolio Monitoring & Reporting

Deploying an in-house news aggregation tool to track key events that affect performance, real-time tracking of returns, pricing & risk metrics, and attribution analysis to enhance investment decision-making.

Relationship Manager (RM) Performance Analytics

Data-driven insights on RM effectiveness, including client engagement, AUM growth, and portfolio performance impact.

Outcomes We Deliver

Our AI-powered, technology-driven research solutions drive measurable impact across the wealth management research function, aligning with key industry imperatives:

Enhancing Investment Strategies with Decision Intelligence

Leveraging AI-powered decision intelligence and augmented analytics to generate high-quality investment ideas and optimize portfolio strategies.

Scaling Coverage Efficiently with Data Activation

Transforming raw financial data and unstructured inputs into actionable insights through automated data activation and advanced analytical models.

Streamlining Research & Reporting with AI & Data Products

Integrating agentic AI and data products to automate research workflows, enhance reporting efficiency, and deliver real-time, personalized investment insights.

Capabilities We Have

We drive success in wealth management by combining deep domain expertise with sector-focused research tailored to the unique investment needs of HNIs and UHNIs:

Wealth Management Focus

Customized, high-quality research tailored to the preferences and risk appetites of HNIs and UHNIs, including financial and market considerations, macroeconomic trends, sectoral shifts, and ESG-integrated research (on request).

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Global Expertise

In-depth knowledge across industries, asset classes, and global markets, ensuring deep and actionable investment insights aligned with the needs of high-net-worth individuals.

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Modernized Research

An automation and AI-powered investment research process that streamlines portfolio selection, reporting, fundamental analysis, financial modeling, and real-time insight generation to drive superior end-client experiences.

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Our Ins(AI)ghts

Case Study

Decision Intelligence and Investment Product Ideation: Alpha-Boosting Research and Construction of Structured Products for Discerning Investors

SG Analytics partnered with a European multifamily office to construct and manage a long-only LATAM certificate product, combining deep macroeconomic expertise with augmented analytics and AI-powered research workflows. Using a quantamental screener, the firm built a 75-stock portfolio supported by real-time event tracking, actionable research, and dynamic reporting through Tableau-based visualization. Over five years, the portfolio outperformed benchmarks by 4% annually, while the automated churn monitoring process increased stock alignment efficiency by 30%, enabling consistent alpha generation and faster investment decision-making.

Case Study

Efficient Coverage Expansion Through Research Modernization: Displaced Off-the-Shelf Provider with a Unique AI-Integrated Solution

SG Analytics partnered with a Singapore-based private bank to elevate its market positioning and investor engagement by producing customized, high-frequency research aligned with its internal investment philosophy. Leveraging Agentic AI workflows and the proprietary IDEAT platform, SGA initiated coverage on 800+ equities and bonds in just three months, enabled real-time performance tracking, and replaced static reports with interactive Tableau dashboards. The solution delivered 40% cost savings, enhanced portfolio insights, and provided ready-to-publish research, empowering relationship managers to drive client acquisition with sharper, timely intelligence.

Contact us to explore how we can partner with you to catalyze your business objectives of AUM growth and better client servicing through efficient investment decisions.

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