Wealth Management
Wealth Management at IDBX
Comprehensive wealth management solutions powered by our advanced AI technology AIDANN.
Core features common to any platform
Financial Dashboard
Unified view of assets, liabilities, net worth, and performance.
Investment Management
Portfolio tracking, asset allocation, rebalancing.
Goal-Based Planning
Retirement, education, or estate planning tools with projections.
Multi-Asset Support
Stocks, bonds, ETFs, mutual funds, crypto, real estate.
Risk Analytics & Reporting
Performance metrics, volatility analysis, and scenario modeling.
Client Onboarding & Know Your Customer
Identity verification, risk profiling, and compliance checks.
Risk management
Franchise protection, margin lending, stress testing.
Unique features of IDBX's wealth management platform
AIDANN, our proprietary AI, embedded in the platform
Advanced artificial intelligence systems integrated throughout the wealth management experience.
AI-supported portfolio management
Intelligent algorithms that optimise investment strategies and asset allocation.
Behavioral AI client dashboards
Personalised interfaces that adapt to individual client preferences and decision-making patterns.
AI risk management – "belt and braces"
Dual-layer protection system that identifies and mitigates potential risks.
Sharia-compliant investment rails
Investment options that adhere to Islamic financial principles.
AI-based fraud detection
Advanced systems that identify suspicious activities and protect client assets.
Client-to-client transactions
Seamless transfer capabilities between platform users.
Cloud-based system
Accessible anywhere with secure, scalable infrastructure.
IDBX On digital assets
Traditional financial institutions often approach digital assets with caution, viewing them primarily as speculative investments with high volatility and regulatory uncertainty. Many conventional wealth management platforms either exclude digital assets entirely or offer limited integration options.
IDBX’s Wealth Management platform, in contrast, embraces digital assets as a legitimate and increasingly important asset class in a modern portfolio. Our platform is built from the ground up to seamlessly incorporate digital assets alongside traditional investments, providing comprehensive analysis, risk assessment, and portfolio management tools specifically designed for this emerging asset class.
This fundamental difference in perspective allows our clients to benefit from a holistic wealth management approach that acknowledges the evolving financial landscape while maintaining the rigorous security and compliance standards expected in traditional finance.
Traditional perspective
Not traditional, not well-understood, inherently high risk
Cryptocurrencies, tokenised assets (not physical at all).
Not traditional but now well-understood
Futures, options, swaps (not physical, but relate to the above assets).
Well-understood traditional assets
Bonds, equities, real estate, commodities (physical or near-physical).
Different categories require different treatments, tools.
IDBX's perspective
3-D Classification Space
All assets can be categorised as somewhere in a 3-D space whose axes are "Commodity", "Cash flow generation", and "Uncertainty".
Universal Analysis
If it can be analysed and traded, it can be put on a platform.
Integrated Approach
Traditional and digital assets viewed through the same analytical framework.
Unified Platform
Single system for managing all asset types regardless of traditional classifications.
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