---
description: Review of WealthForce.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: WealthForce.ai | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [WealthForce.ai](/software/530598/WealthForce-ai)

# WealthForce.ai

Canonical: https://www.softwareadvice.co.nz/software/530598/WealthForce-ai

> WealthForce.ai is a cloud-based platform designed for the wealth management sector. It provides financial advisors and relationship managers with AI-driven tools and insights to enhance client portfolio management. The platform offers a comprehensive view of client portfolios, helping advisors manage customer relationships more efficiently.

Key features include AI tools such as Smart Nudges, Product Recommendations, Personalized Insights Builder, Portfolio Health Check, and Intelligent Document Processing. Its analytics capabilities include Next-gen Analytics, ESG Analytics, Portfolio Attribution, Scenario Analytics, and Look Through Analysis. The platform supports multi-currency, multi-asset, multi-region, multi-tenancy, and multilingual functionalities, accommodating a wide range of investment needs.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Intellect Design Arena
- **Location**: Piscataway, US

## Commercial Context

- **Pricing model**: Usage Based
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Bahrain, China, Egypt, Hong Kong SAR China, India, Indonesia, Japan, Jordan, Kenya, Kuwait, Malaysia, Nigeria, Oman, Philippines, Qatar, Singapore, South Africa, Taiwan, Thailand, United Arab Emirates and 3 more

## Features

- API
- Activity Dashboard
- Alerts/Notifications
- Collaboration Tools
- Financial Analysis
- Financial Management
- For Investment Advisors
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Reporting/Analytics
- Visual Analytics

## Integrations (1 total)

- eMACH.ai

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/530598/WealthForce-ai)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/530598-WealthForce-ai/> |
| en-AU | <https://www.softwareadvice.com.au/software/530598/WealthForce-ai> |
| en-GB | <https://www.softwareadvice.co.uk/software/530598/WealthForce-ai> |
| en-IE | <https://www.softwareadvice.ie/software/530598/WealthForce-ai> |
| en-NZ | <https://www.softwareadvice.co.nz/software/530598/WealthForce-ai> |

-----

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