The latest technology news in the wealth management sector from around the world.

WealthAi, Stratiphy
WealthAi, a London-based AI-driven operating system (OS) designed for wealth managers, family offices and private banks, has partnered with wealth management platform Stratiphy to make Stratiphy’s managed portfolio services available directly through the WealthAi platform.

Stratiphy provides personalised, professionally managed investment portfolios through an AI-driven platform, while WealthAi provides an OS that allows firms to onboard clients, manage workflows and integrate key services in one place. By combining WealthAi’s AI-native OS with Stratiphy’s investment expertise, smaller asset managers and family offices can access professionally managed portfolio strategies and the technology needed to deliver them through a single platform, the firm said in a statement.

Demand for customised investment strategies is growing among family offices and sophisticated investors. At the same time, asset managers are under pressure to modernise their technology systems and reduce operational complexity. The partnership aims to address both of these needs.

Under the partnership, firms using WealthAi’s OS will be able to access Stratiphy’s managed portfolio strategies directly within the platform. These portfolios are delivered via bank-issued certificates, offering a flexible investment structure that allows firms to access tailored strategies in a more efficient way, the firm continued.

“External asset managers and family offices are increasingly looking at how AI can help deliver better investment performance and more personalised portfolios. The challenge is doing this while managing rising operational and technology costs,” Jason Nabi, co-founder and CEO of WealthAi, said.