Description
Streetbeat Wealth is a modular AI platform for wealth-management organizations. It connects with CRMs, calendars, email, portfolios, trading platforms, client data, compliance tools, and other financial systems. Its next-best-action engine monitors connected systems to prioritize advisor opportunities, while its AI copilot supports natural-language data queries, portfolio building, meeting preparation, client segmentation, compliance verification, and performance analytics. The Streetbeat Wealth API is presented as a full white-label solution for enterprise scalability.