MDOTM Partners with WealthAI, Issues Report with EY on AI

A brand new partnership between WealthAI and AI-driven funding options supplier MDOTM will convey new portfolio building, rebalancing, and automatic reporting capabilities to monetary advisors and wealth managers.

Courtesy of the partnership, MDOTM’s AI platform Sphere shall be supplied by way of the WealthAI Market as a seamless integration into the WealthAI platform. This may allow wealth managers and monetary advisors to entry Sphere’s superior AI instruments for each portfolio building and optimization from straight inside their present WealthAI workflows.

“This partnership with WealthAI is a pure step in our mission to empower funding professionals with probably the most superior expertise accessible,” MDOTM Ltd. Chief Working Officer Federico Invernizzi stated. “By integrating Sphere into the WealthAI ecosystem, we’re increasing entry to our AI-driven funding platform, enabling a broader vary of advisors and wealth managers to profit from its capabilities. This collaboration reinforces our dedication to serving to institutional purchasers make impactful, data-driven funding selections at scale.”

Sphere enhances the funding course of for wealth managers and monetary advisors with three major options. First, the platform delivers unbiased, AI-driven funding insights that remodel advanced market inputs into actionable concepts for portfolio and danger alignment. Second, Sphere’s Portfolio Studio gives mass customization and scalable portfolio rebalancing. Based mostly on the supervisor’s or advisor’s methods and goals, Portfolio Studio allows customers to scale the creation, personalization, and rebalancing of 1000’s of portfolios with managed monitoring error. Third, the platform’s StoryFolio functionality permits managers and advisors to generate automated, portfolio-specific commentaries and reviews that leverage Gen AI in an effort to flip advanced info into personalized funding narratives.

“We’re thrilled to companion with MDOTM Ltd to convey Sphere’s highly effective AI capabilities to our purchasers,” WealthAI Chief Govt Officer Jason Nabi stated. “This partnership reinforces our dedication to offering wealth managers with probably the most superior AI instruments to ship customized, compliant, and environment friendly funding options.”

WealthAI gives an AI working system for wealth managers, household workplaces, non-public banks, and asset managers. The corporate’s WealthAI Assistant is an agentic front-end that works like an clever co-pilot, utilizing reasoning expertise and the flexibility to adapt and take initiative to assist relationship managers, portfolio managers, operations managers, and compliance officers develop into extra productive and carry out higher. Based in 2023, WealthAI is headquartered in London.

Based mostly in London and sustaining workplaces in each New York and Milan, Italy, MDOTM made its Finovate debut at FinovateEurope 2025. On the convention, the corporate demonstrated how Sphere allows customers to entry AI-driven insights and construct and handle portfolios at scale. Sphere additionally offers customized, easy-to-understand portfolio commentaries and reviews that includes each macro and market evaluation on the present monetary setting.

Talking of reviews, this spring MDOTM teamed up with EY to supply a report that examined the influence and worth of AI within the wealth and asset administration sector. The report Synthetic Intelligence: The Worth is in Scale, opinions the first use instances for AI in wealth administration and highlights deployment of the expertise for doc evaluation, back-office automation, superior search, customized advisory, and market forecasting.

The report notes that wealth managers and monetary advisors have been gradual to embrace AI. A 2024 survey by EY European Monetary Companies indicated that greater than 40% of funding managers believed they have been “lagging behind” when it got here to utilizing AI, with solely 5% referring to themselves as “on the forefront” when it comes to AI use of their every day operations. In response to this, the report encourages companies to maneuver from an “experimental” method to AI and as an alternative embrace a “steady studying mindset.”

“Operators should construct the infrastructural foundations, AI governance, and recognition of the worth generated to base their transformation journey,” EY Wealth & Asset Administration Chief, Italy, Giovanni Andrea Incarnato stated. “Moreover, it’s of elementary significance to acknowledge the worth of exterior companions in creating these foundations in an ecosystem logic in an effort to speed up adoption and leverage the economies of scale and expertise already gained, continuing with progressive internalization.”

Apparently, the report reinforces findings from different European consultants in AI implementation in monetary companies. This consists of the “experimentation to execution” transition many see as key to profitable and evolving use of AI in wealth administration particularly and in monetary companies typically.

Photograph by Lianhao Qu on Unsplash

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