WealthAi and MDOTM Join Forces to Deliver Advanced AI Investment Tools for Wealth Managers

WealthAi and MDOTM Join Forces to Boost AI Investment Tools for Wealth Managers

WealthAi and MDOTM have partnered to deliver advanced AI-driven investment tools to wealth managers and financial advisers. This collaboration integrates MDOTM’s Sphere platform into WealthAi’s MarketPlace, streamlining portfolio design, rebalancing, and client reporting.

The partnership launched simultaneously in New York and London, enhancing WealthAi’s existing operating system with Sphere’s AI capabilities. The goal is to help wealth managers expand and customise investing services more efficiently.

What MDOTM’s Sphere Brings to the Table

MDOTM’s Sphere platform focuses on asset allocation, portfolio rebalancing, and automated reporting. It is already used by asset and wealth management firms to build portfolios and insights that meet clients’ specific needs.

Sphere’s AI technology allows wealth managers to create hundreds of portfolios quickly, adjusting for market views, client constraints, and varying risk profiles. One standout feature, StoryFolio, uses Generative AI to generate customised portfolio commentary and client-ready reports, making it easier to deliver clear, high-quality insights at scale.

Leadership Perspectives on the Partnership

Jason Nabi, CEO and founder of WealthAi, said, “We are excited to partner with MDOTM to bring Sphere’s AI capabilities to our clients. This reinforces our commitment to providing wealth managers with advanced AI tools for personalised, compliant, and efficient investment solutions.”

Federico Invernizzi, COO and board member of MDOTM, added, “Integrating Sphere into WealthAi’s ecosystem expands access to our AI-driven investment platform. This partnership supports investment professionals in making data-driven decisions at scale.”

Benefits for Wealth Managers

• Seamless integration of Sphere into WealthAi MarketPlace, enabling advisers to incorporate AI tools directly into workflows.
• Mass customisation capabilities for rapid portfolio creation and rebalancing.
• Automated, client-ready reports with clear portfolio commentary via StoryFolio.
• Improved efficiency and scalability in delivering personalised investment services.

This collaboration reflects a growing trend in wealth management: adopting AI and automation to increase productivity and meet client expectations with scalable technology solutions.