WealthArc and ZeroLink launch AI-powered chat service for wealth data

WealthArc, a Swiss-based provider of wealth data management solutions, has teamed up with ZeroLink, a leader in neurosymbolic knowledge graph technology, to create WealthArc AI & Analytics, a new service that allows users to chat with their wealth data using natural language.

The service, powered by ZeroLink’s machine learning platform, enables wealth managers, family offices, trustees and other wealth owners to access, navigate, and comprehend complex data sets with ease and accuracy. Users can ask questions such as “What is my best performing portfolio?” or “What was the currency exchange rate impact on my portfolios?” and receive fast and explainable answers.

WealthArc AI & Analytics leverages WealthArc’s state-of-the-art data management platform, which aggregates over 200k positions every day from over 125 API connections and has a 99.3% accuracy rate. The platform also offers data cleansing, reconciliation and intelligent reporting features.

Radomir Mastalerz, CEO of WealthArc, said: “We are thrilled to partner with ZeroLink to introduce WealthArc AI & Analytics solution to the wealth management industry. 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.”

Darren Tseng, CEO of ZeroLink, said: “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. Instead of training these models on massive corpuses 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.”