WealthAi and MDOTM have announced a strategic partnership to expand the reach of MDOTM’s artificial intelligence (AI) platform, Sphere, to more wealth managers and advisers.
Under the terms of the agreement, Sphere will be available through the WealthAi MarketPlace and integrate into the WealthAi platform.
The companies said the integration would empower wealth managers and financial advisers to utilise advanced AI tools for portfolio construction and optimisation directly within their existing WealthAi workflows.
MDOTM is a global provider of AI-driven investment solutions for asset and wealth management companies.
Its AI investment platform Sphere looks to support strategic and tactical asset allocation, portfolio rebalancing at scale, and automated reporting.
WealthAi is an AI operating system for wealth managers, family offices, asset managers, and private banks.
Commenting on the partnership, WealthAi chief executive officer and founder, Jason Nabi, said: "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.
"Sphere has been developed over the last few years to become by far the best-in-class application for portfolio construction and optimisation.
"Together with MDOTM Ltd, we’ve been working with clients such as external asset managers, who have been incredibly impressed with Sphere’s capabilities.
"Having Sphere in the WealthAi MarketPlace, with a pre-integrated API, will enable many more users and clients to benefit from Sphere."
MDOTM chief operating officer and board member, Federico Invernizzi, 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."
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