Intelligence Vault: AI in Wealth Management – March 2025 Insights

We recently published our March 2025 ‘What’s New’ Report highlighting the latest developments in the use of Artificial Intelligence and Data Analytics across the financial services sector.

One of the themes we highlighted in this research report was the use of AI within Wealth Management. This short article in our Distinctive Insights Intelligence Vault series elaborates on these findings.

Our aim in publishing this content is to help finance professionals further understand how artificial intelligence and data analytics are being applied to support key business processes within financial institutions.

Beyond the Portfolio

Wealth Management is rapidly evolving. AI is moving upstream from portfolio algorithms into the heart of client engagement and financial planning.

Across March, our research surfaced a wave of activity:

• Workflow intelligence platforms that support human advisers with summarisation, compliance, and behavioural insights.
• Privacy-first AI tools for secure advisory services — with on-device agents avoiding cloud exposure.
• Generative AI embedded in coaching platforms to personalise conversations at scale.

These developments are part of a clear trend: Institutions are investing in AI to scale personalisation, streamline operations, and strengthen trust in adviser-led models.

Planning Gets Personal – How AI is Reshaping Financial Planning

AI is quietly transforming the core planning experience in wealth management — making it more adaptive, accessible, and scalable.

This month, we saw some telling examples:

• FP Alpha added AI-driven tax planning — customising insights for individual clients.
• Conquest Planning expanded its partnership with CI Wealth — leveraging AI to align personal financial plans with investment strategies.

The signal here is strong: AI isn’t replacing human planners. It’s amplifying their ability to offer advice that’s personalised, proactive, and scalable — even for traditionally underserved client segments.

It’s a shift from static plans to dynamic, data-driven conversations.

Smarter Portfolios, Real-Time Advice

The future of investment advice isn’t just automated — it’s context-aware.

We’re now seeing AI help translate vast streams of client data, market movements, and behavioural signals into tailored, real-time recommendations.

A few standout moves from March:

• Copia Wealth Studios launched a platform with AI assistants, alt-asset tracking, and discrepancy detection — combining automation with advisor-centric features.
• Finnomena teamed up with Google Cloud to streamline communication with 500+ asset managers — turning email overload into structured, actionable insights.

We’re heading towards living portfolios — where advice adapts in response to behaviour, conditions, and intent.