WealthTech Platform

AI-ConnectX Services: Ideas to reality, Investor Liaison
Introduction:
A revolutionary WealthTech Platform represents a quantum leap in investment accessibility and sophistication. By integrating cutting-edge technologies like tokenization and fractionalization alongside an advanced AI risk profiling engine, this WealthTech enables investors to unlock new opportunities and navigate financial complexities with confidence.
Key Features:
1. Marketplace
A comprehensive one stop shop that provides near real-time access and insights into investment assets in the primary market along with indicative prices in secondary market. This empowers investors to make informed decisions by comparing and analyzing various products from multiple issuers.
2. API Integration
The API integration capabilities of WealthTech Platform empower financial institutions, wealth management firms, and blockchain technology providers to establish a seamless and integrated ecosystem.
3. Life Cycle Management
A robust workflow management capability acts as a one-stop shop for investors to efficiently handle all aspects of investment asset life cycle.
4. Risk Management
AI-powered tools for precise risk and return analysis, payoffevaluation, and scenario assessments at
both individual investment asset and portfolio levels.
5. Fractionalization
Fractionalization represents a groundbreaking approach to wealth management and investment accessibility. The WealthTech Platform utilizes fractionalization to divide high-value assets from financial institutions, into smaller, tradable units using blockchain technology.
In addition to the usual benefits of digitization, such as speed, convenience, and accessibility, blockchain technology introduces operational efficiencies through smart contracts.
6. Tokenization
Once a new financial asset is designed and finalized, the underlying asset will be tokenized using blockchain technology. The issuance of a digital tokenization greatly increase liquidity by increasing fractional ownership while also capturing operational efficiencies with automated digital transaction settlement and management.
6. Training and Education
A dedicated Learning Zone that offers a comprehensive collection of producttraining videos and a knowledge base. This educational resource equips investors with the necessary knowledge to navigate and
leverage investment products effectively.
Collateral Development

Estimated Valuation

Go-To-Market Strategy

Exit Strategy

Whitepaper