WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth Management companies, announce a strategic partnership to bring MDOTM Ltd’s AI platform, Sphere, to wealth managers and advisors.
As part of this collaboration, Sphere will be available through the WealthAi MarketPlace, seamlessly integrated into the WealthAi platform. This integration empowers wealth managers and financial advisors to harness advanced AI tools for portfolio construction and optimization directly within their existing WealthAi workflows.
MDOTM Ltd’s Sphere is a leading AI investment platform leveraged by Asset & Wealth Managers to support strategic and tactical asset allocation, portfolio rebalancing at scale, and automated reporting with Analytical and Generative AI. Key capabilities include:
- Mass Portfolio Rebalancing & Customization: Create and rebalance hundreds of customized portfolios in seconds based on a centralized market view, client-specific constraints, and risk profiles.
- Automated Reporting with Generative AI: Sphere’s StoryFolio produces customized portfolio commentaries and client-ready reporting at scale, tailored to market views, custom tags, portfolio constraints and more.
“We are thrilled to partner with MDOTM Ltd to bring Sphere’s powerful AI capabilities to our clients,” said Jason Nabi, Chief Executive Officer & Founder of WealthAi. “This partnership reinforces our commitment to providing wealth managers with the most advanced AI tools to deliver personalized, compliant, and efficient investment solutions.”
“This partnership with WealthAi is a natural step in our mission to empower investment professionals with the most advanced technology available.” said Federico Invernizzi, Chief Operating Officer & Board Member of MDOTM Ltd. “By integrating Sphere into the WealthAi ecosystem, we are expanding access to our AI-driven investment platform, enabling a broader range of advisors and wealth managers to benefit from its capabilities. This collaboration reinforces our commitment to helping institutional clients make impactful, data-driven investment decisions at scale.”
Jason added “Sphere has been developed over the last few years to become by far the best-in-class application for portfolio construction and optimization. Together with MDOTM Ltd, we’ve been working with clients such as External Asset Managers, who have been incredibly impressed with Sphere’s capabilities.”
