eMACH.ai

WealthForce.ai

The Intelligent Advisor-First Platform Built on eMACH.ai

Trusted by 500+ institutions globally

AdvisorClientPortfolioAnalyticsAI Engine
CHALLENGES

Modern Lenders Aspire to Deliver Excellence

While maintaining operational excellence and driving sustainable growth

1

Advisor-First, Enterprise-Strong
Empower advisors with intuitive tools that simplify complexity while maintaining the enterprise-grade controls and scalability banks require.

2

Intelligence Built In

Leverage embedded AI to automate routine tasks, surface actionable insights, and augment human judgment with machine intelligence.

3

Scale Without Friction
Support growth from boutique operations to global wealth platforms without costly reimplementation or disruptive system replacements.

4

Data-Driven Excellence
Transform siloed data into unified intelligence that powers personalized advice, proactive service, and measurable business outcomes.
Overview

Introducing WealthForce.ai

WealthForce.ai is the only wealth management platform that truly balances advisor empowerment with enterprise scalability. Built on our revolutionary eMACH.ai architecture, it delivers the flexibility and integration capabilities of a modern cloud platform with the security and compliance controls large institutions require.

At its core is Purple Fabric AI – our embedded intelligence layer that transforms how advisors work. Rather than bolting AI onto legacy workflows, we’ve woven intelligence throughout the platform, from portfolio construction to client engagement to compliance monitoring.

The result: advisors serve 40% more clients without sacrificing the personal touch. Operations teams reduce costs by 60% while improving service quality. And institutions gain the agility to adapt quickly as markets, regulations, and client expectations evolve.

+40%

Client Coverage

80%

Faster Reviews

95%

STP Rate

95%

Adoption

Capabilities

What WealthForce.ai Delivers

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Key Differentiators

Why WealthForce.ai Stands Apart

Three fundamental differences that matter to your business

Advisor-First, Enterprise-Strong

The only platform designed for human advisors yet architected for enterprise scale. We prioritize advisor productivity and client experience while delivering the security, compliance, and scalability that large institutions require.

  • 40% more clients served per relationship manager
  • 60% reduction in administrative tasks
  • Zero compromise on enterprise controls
HumanExperienceScaleAdvisor-First Platform
Intelligence Woven InPurple Fabric AI

Intelligence Built In, Not
Bolted On

Purple Fabric AI is woven throughout WealthForce.ai, not retrofitted as an add-on. Our Knowledge Garden architecture combines public market data, internal product intelligence, and private client information to power contextual insights and intelligent automation.

  • 10x faster opportunity identification
  • 80% more accurate next-best-action recommendations
  • Complete explainability and audit trails

eMACH.ai Architecture

Built on our revolutionary eMACH.ai framework combining Event-driven, Microservices, API-first, Cloud-native, and Headless design. This enables unprecedented flexibility, scalability, and integration capabilities.

  • 99.99% uptime SLA
  • Deploy new features in days, not months
  • Seamless integration with 300+ financial platforms
eMACH.ai Foundation Event Driven Micro services API First Cloud Native Head less Modern Architecture

Embedded Intelligence Driving Smart Banking

INTELLIGENCE

Embedded Intelligence

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Awards and Recognition

Recognized Excellence

Digital Transformation Leader

The Asian Banker • 2023

...

Award

|

Wealth Management

Best Wealth Management Platform

Asian Banking & Finance • 2024

...

Award

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Wealth Management

WealthTech Innovation Award

WealthBriefing • 2024

...

Award

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Wealth Management

FAQs Frequently Asked Questions

WealthForce.ai is the only platform that truly balances advisor empowerment with enterprise scalability. Built on our revolutionary eMACH.ai architecture with embedded Purple Fabric AI, we deliver unmatched flexibility, integration capabilities, and intelligent automation without sacrificing the human touch that defines premium wealth management.

Our Purple Fabric AI uses a three-layer Knowledge Garden that combines public market data, internal product/compliance rules, and private client information. Every recommendation includes full explainability showing reasoning, data sources, and confidence levels. The AI augments human judgment rather than replacing it, and advisors maintain full control over client interactions.
 
Most implementations follow a phased approach: Foundation (2-3 months), Core Rollout (3-4 months), and Optimization (ongoing). However, our modular architecture allows you to go live with essential capabilities quickly while adding advanced features incrementally. Many clients see value within 90 days of project kickoff.
Our API-first eMACH.ai architecture provides 300+ pre-built connectors for custodians, trading platforms, portfolio management systems, and data providers. We support both real-time APIs and batch integration patterns, and our integration team has extensive experience with complex enterprise environments.
 
WealthForce.ai supports regulatory requirements across major global markets including MiFID II (Europe), SEC/FINRA (USA), MAS (Singapore), HKMA (Hong Kong), and others. Our compliance engine is configurable to accommodate jurisdiction-specific rules, and we provide regular updates as regulations evolve.

We employ defense-in-depth security including zero-trust architecture, end-to-end encryption, role-based access controls, and comprehensive audit logging. WealthForce.ai is SOC 2 Type II certified, ISO 27001 compliant, and undergoes regular third-party security audits. All client data is encrypted at rest and in transit, with segregation between clients enforced at the database level.