WealthVisor

Robo advisor that can help you build a more trusting relationship with your clients

Easy to Integrate

Seamless integration with existing your banking systems.

Personalized Recommendation

We analyze your client’s financial habits and affordability to recommend personalized investment options for them.

Suitability

Our matching algorithm consider more than eighty factors for most curated recommendations.

How it works

1

Not just few risk questionnaires

We go beyond just asking few risk questions, our AI algorithm uses similar methodologies used by Netflix and Amazon for product recommendations

2

Advanced Analytics

Deep learning based on user's cash flow and spending habits, recommend products that best fit customer needs

3

Product Recommendation

Recommend right products to help them reach their financial goals

4

One Click Invest

Simple way to move extra money to savings and investments

Saving and Investing, made simple and easy

KapitalWise automate saving and investment decisions for your customers using predictive analytics and machine learning. We link customers financial habits with investments and savings so that the wealth generation happens in a passive way