WealthAi and MDOTM have formed a collaborative partnership to provide sophisticated AI-driven investment tools to wealth managers and financial advisers via the integration of MDOTM’s Sphere platform into the WealthAi MarketPlace.
The partnership, which was launched in New York and London, would see Sphere, MDOTM’s AI-powered investing platform, integrated smoothly into WealthAi’s existing operating system. The move intends to improve portfolio design, rebalancing, and client reporting, allowing wealth managers to grow and tailor their investing services more efficiently.
MDOTM, a global innovator in AI-driven investing solutions, created Sphere to help with asset allocation, portfolio rebalancing, and automated reporting. Asset and wealth management organisations currently use Sphere to create customised portfolios and insights tailored to their clients’ individual needs.
Jason Nabi, chief executive officer and founder of WealthAi stated: “We are thrilled to partner with MDOTM Ltd to bring Sphere’s powerful AI capabilities to our clients. This partnership reinforces our commitment to providing wealth managers with the most advanced AI tools to deliver personalised, compliant, and efficient investment solutions.”
Federico Invernizzi, chief operating officer & board member of MDOTM added: “This partnership with WealthAi is a natural step in our mission to empower investment professionals with the most advanced technology available. By integrating Sphere into the WealthAi ecosystem, we are expanding access to our AI-driven investment platform, enabling a broader range of advisers and wealth managers to benefit from its capabilities. This collaboration reinforces our commitment to helping institutional clients make impactful, data-driven investment decisions at scale.”
The Sphere platform is now available through WealthAi MarketPlace, WealthAi’s unified gateway for AI apps, allowing advisers to integrate Sphere’s solutions directly into their existing workflows.
Moreover, wealth managers can benefit from Sphere’s mass customisation capabilities, which enable the rapid creation and rebalancing of hundreds of portfolios based on centralised market views, client constraints, and varying risk profiles.
One of Sphere’s most notable features, StoryFolio, employs Generative AI to provide custom portfolio commentary and client-ready reports. This functionality enables businesses to provide high-quality insights and documentation at scale, suited to specific clients and market views.
