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WealthArc & ZeroLink launch AI-based chat service for wealth managers

By Gloria Methri

January 22, 2024

  • Chat with your data
  • Europe
  • FinTech

WealthArc, ZeroLink, FinTech, Switzerland, EuropeWealthArc, a Swiss-born wealth data management solution provider, has partnered with ZeroLink to develop WealthArc AI & Analytics, a machine learning-powered “Chat with your data” service tailored for the wealth management space.

The integration of ZeroLink’s technology in the development of WealthArc AI & Analytics enables a new approach for wealth management to effortlessly access, navigate, and comprehend complex data sets.

WealthArc empowers wealth managers, family offices, trustees and other wealth owners with a state-of-the-art data management platform aggregating globally over 200k positions every.

WealthArc’s App is a multi-custodian and multi-currency-driven solution that is intuitive and easy to use, customizable, globally scalable and with a high level of data quality. It ensures that its clients have access to up-to-date and accurate intelligent information, allowing them to make informed decisions that drive positive outcomes and build their wealth.

“We are thrilled to partner with ZeroLink to introduce WealthArc AI & Analytics solution to the wealth management industry,” said Radomir Mastalerz, CEO of WealthArc. “The solution powered by ZeroLink will revolutionize the way portfolio managers, as well as wealth owners, interact with wealth data; ultimately elevating the level of service and raising the bar for the wealth management space as a whole.”

ZeroLink’s novel technology is a knowledge graph question/answering (KGQA) and knowledge modelling platform that utilizes machine learning to provide fast, accurate, and explainable answers to complex questions with reasoning that can be customized by users.

It can translate structured data and unstructured text into a computable knowledge graph that allows users to ask questions such as “What is my best-performing portfolio?” or “What was the currency exchange rate impact on my portfolios?” and receive accurately sourced answers.

“We are excited to partner with the WealthArc team to offer a solution that can work with the sort of data that others simply cannot,” said Darren Tseng, CEO of ZeroLink. “Instead of training these models on massive corpora of data to improve accuracy, our technology enables natural language querying from your existing data and is also better for data privacy as a result.”

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