AI-based platform, providing a 360 and centralised overview and performance analysis of assets/investments for Wealth Management, with AI-driven insights, recommendations, forecasts, market sentiment analysis etc.,
AI-Powered Predictions
Harnesses machine learning for accurate predictions of returns, risks, and market trends, providing confidence scores and actionable insights to enhance global investment strategies
User-Centric Design
AI Chatbot enables natural language queries for instant, contextual insights, streamlining navigation and data access for all users
Key
Features
Comprehensive Investment Insights
Delivers detailed profiles with AI-forecasted trends, risk scores, and scenario analysis, ensuring thorough oversight and strategic planning for each investment
Highly Customizable Dashboard
Offers a user-friendly, drag-and-drop interface with dynamic widgets for portfolio value, sector allocation, and AI insights, allowing a tailored view
Why TSG 360 Wealth AI ?
Solves Complexity
Simplifies multi geographical and cross-portfolio wealth management by consolidating diverse investment data into an AI-enhanced, user-friendly platform, reducing decision-making uncertainty.
Proactive Insights
AI-driven predictions and recommendations help investors stay ahead of market trends and risks, maximizing returns across international markets.
AI
Powered
SAFETY
Assured
Universal Applicability
Designed for global use with multi-currency support, compliance with international financial standards and integration with worldwide data sources
Empowers All Users
Combines advanced analytics with intuitive tools like a chatbot and customizable dashboards, making sophisticated investment management accessible to investors and professionals alike
How?
Pilot
Deep-dive functional & tech analysis
End-end Workflow & Integration Analysis
Pain Points & Solution Definition
Ring-fenced pilot
Analyse & Define
123 Prioritisation
KPIs Definition
Budget & RoI Definition
RACI Definition
Accelerate
Solution Definition
Customise, Deploy & Test
TSG 360 Wealth AI
Integrate & Sign-off
Learn, Iterate & Accelerate
2-4 weeks
1-2 weeks
Iterate
Note: The ‘Analyse & Define’ and ‘Accelerate’ phases can be executed in three ways: 1. TSG 2. Client 3. Hybrid.