Average ROI
340%
within first year
The AI Engine for Modern Wealth Advisory
Transform Your Wealth Management Practice with AI
WealthLink empowers wealth managers with intelligent agents to match clients with the right products, generate compliant proposals, and accelerate sales success.
- White-glove proposals drafted with compliant narratives
- AI client matching tuned to firm-specific models
- Instant answers that reinforce advisor credibility
0
Faster Client Matching
0
Time Saved on Proposals
0
More Conversions
Platform Pillars
Intelligent AI Agents for Modern Wealth Managers
Everything you need to deliver exceptional client experiences and drive revenue growth.
Matched Product
Allianz Hong Kong Equity Fund
Matching Analysis Breakdown
- ▶ Section Preference 100
- ▶ Investor Basic Information 100
- ▶ Commission 80
- ▶ Regional Preference and Foreign Exchange Risk 70
- ▶ Liquidity 60
- ▶ Investment Goals 90
- ▼ Risk Appetite 80
The investor's risk profile is assessed as aggressive, while the financial product's risk profile is assessed as growth-oriented. The two are relatively close in terms of risk preference, but the investor has a higher risk tolerance. Considering the suitability principle, the product is suitable for investors with an aggressive risk preference, and therefore receives a higher score.
Dec 5, 2025
Client: John Doe
Risk Profile: Growth
Selected Product: Morgan Stanley Global High Yield Bond Fund
Opening Pitch
“The market has been volatile recently. Considering that your assets are mainly in stable deposits, we’ve selected a high-yield bond fund to help improve your overall return while keeping volatility controlled.”
Matching Logic
- Risk: Growth-oriented aligns with your risk appetite.
- Investment Period: Medium-term aligns with your time horizon.
- Region: US high-yield bonds offer diversification.
Client Q&A
💬 What are the investment objectives and
strategies of the fund?
2025.2.12 ICBC Macau tap NIM Fund Analysis Summary
This fund is likely a non-principal protected product. Its objective and strategy depend on the underlying assets and the issuer’s credit. Market conditions, credit rating, and liquidity risk should be considered.
Due to limited product data, advisors should consult the official prospectus for detailed objectives, risks, and suitability.
Training Record
2025-07-08 12:00
North American fund products: How to find the one that best suits me
2025-07-07 13:15
Hong Kong bonds products: Please help me analyze them separately
AI Trainer
Q:
What are the most popular funds
in North America recently?
- AI & Technology funds (e.g. ARKK, QQQ)
- Low-rate index funds (e.g. VOO, SPY)
- High-dividend ETFs (e.g. SCHD, VDY)
- ESG funds (e.g. ICLN, ESGV)
- Alternative assets (Bitcoin ETFs, REITs)
Trainer Comments
Accuracy Score
4.2
Compliance Score
4.1
Dimension 3 Score
3.9
-
Incomplete Risk
Assessment
Suggested: incorporate fund usage, duration, and stress testing. -
Non-transparent fee
description
Explain MER, redemption fees, and tax implications. -
Over-reliance on historical
performance
Emphasize long-term fundamentals, not just past returns. -
Regional specificity not
emphasized
Clarify differences between Canadian and U.S. fund structures.
Why Firms Choose WealthLink
Built for wealth management professionals
WealthLink understands the unique challenges of wealth management and delivers solutions that make a real difference.
-
Compliance-first design
Every recommendation and document is generated with regulatory compliance in mind. WealthLink is undergoing a SOC 2 Type II certification.
-
Seamless integration
Works with your existing CRM and portfolio management systems.
-
Enterprise-grade security
Bank-level encryption and data protection for client information
-
Real-time market intelligence
AI-powered insights based on up-to-the-minute market news
Client satisfaction
94%
improved ratings
Recognition
Award-winning innovation
Recognized at BOCHK CHALLENGE 2024
Gold Award
Innovative Design
Honored for exceptional design innovation and user experience excellence.
Winner
Greatest Tech Solution
Recognized for breakthrough technology and transformative AI capabilities.
Live walkthrough
See WealthLink in action
Schedule a personalized session and discover how WealthLink can transform your wealth management practice.
- Match clients with ideal products in seconds
- Generate compelling proposals automatically
- Access instant answers to client questions
- Train your team with AI-powered coaching
FAQ
Frequently asked questions
Helpful answers about how WealthLink supports modern advisory teams.
How does WealthLink personalize client proposals?
WealthLink ingests your product shelf, historical performance, and risk parameters to generate proposals aligned to each client’s goals and compliance guidelines.
Can WealthLink connect to our existing CRM and portfolio systems?
Yes. WealthLink integrates with leading CRM and portfolio management platforms so client and account data stays synchronized.
Is client data secure within WealthLink?
All data is encrypted in transit and at rest. WealthLink is built with role-based access controls and ongoing security monitoring to protect your clients.
How quickly can our advisors get onboarded?
Most teams launch within two weeks. We provide guided implementation, advisor training resources, and ongoing success support.
What if we need a custom workflow or compliance review?
Our solution team can configure bespoke workflows, approval gates, and disclosures tailored to your firm’s policies.
Where can we go for more information?
Submit the demo request form above or email Info@1step.ai for additional details.