InvestStream
UnclaimedAI-powered solutions for modernizing financial operations and enhancing client engagement.
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TL;DR - InvestStream
- Modernizes financial operations with AI-powered systems.
- Enhances client engagement and onboarding for financial institutions.
- Provides specialized solutions for superannuation, portfolio management, and risk compliance.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Leverages AI to simplify complex financial concepts for end-users.
- Offers robust compliance features for global standards like AML/KYC.
- Provides modular solutions that can be adapted to specific digital transformation needs.
- Enhances client retention and satisfaction through personalized experiences.
- Manages hosting, updates, and maintenance, reducing IT overhead for clients.
Cons
- Does not provide direct financial advice due to regulatory constraints.
- Specific pricing details are not publicly available.
- Requires integration with existing back-office and third-party systems.
Key Features
Conversational AI financial coach (SuperAnne™)Personalized retirement planning insights and nudgesIntuitive client onboarding with guided flowsConfigurable end-to-end onboarding workflowsComprehensive AML/KYC coverage with ID, PEP, credit, and liveness checksReal-time market data, analytics, and alertsStreamlined portfolio aggregation and performance trackingScalable data pipelines and analytics layers
Pricing
Paid
InvestStream offers paid plans. Visit their website for current pricing details.
About InvestStream
By Toolradar Team·
InvestStream provides AI-enhanced systems designed to streamline operations, scale performance, and grow client wealth for financial institutions such as superfunds, asset managers, and broker-dealers. The platform offers modular solutions covering various aspects of financial management, from client engagement and portfolio management to market data and risk compliance.
Its flagship product, SuperAnne™, acts as a conversational AI financial coach, empowering superannuation members with personalized insights, micro-education, and simplified retirement planning. InvestStream also offers comprehensive client onboarding and engagement tools that accelerate client setup with configurable workflows, integrated compliance checks, and white-label solutions, ensuring a frictionless and personalized experience. The platform aims to simplify complexity, speed up execution, and enable smarter decisions for financial innovators.
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InvestStream FAQ
How does SuperAnne™ handle sensitive member data to ensure privacy and compliance?
SuperAnne™ is designed to avoid storing personally identifiable information. Instead, it securely pulls member data via APIs from existing client systems, ensuring data remains protected and compliant within the financial institution's infrastructure.
Can the client onboarding and engagement tools be customized to match our specific brand identity?
Yes, the client onboarding and engagement solutions offer custom white-labeling. This allows for full integration with your back office and customization of templates, emails, and texts to reflect your fund's branding, ensuring a seamless member experience.
What types of compliance checks are included in the client onboarding process, and for which jurisdictions?
The client onboarding process includes comprehensive AML/KYC coverage, featuring ID verification, Politically Exposed Person (PEP) checks, credit checks, and liveness checks. These are designed to meet global compliance standards for both individuals and entities across multiple jurisdictions.
How does InvestStream ensure that its solutions, particularly SuperAnne™, remain relevant and adaptive to evolving member needs?
SuperAnne™ incorporates adaptive tools that evolve with members by displaying scenarios aligned to each member’s inputs, helping them explore choices clearly. The platform also provides real-time insights through clear visuals, transforming complex data into intuitive formats that build confidence and trust over time.
What is the deployment flexibility for SuperAnne™ within an existing digital infrastructure?
SuperAnne™ is highly flexible and can be embedded directly into an existing mobile application or webpage. Alternatively, it can also be deployed as a standalone mobile application, offering various integration options to suit different digital strategies.
Source: investstream.io