Wealth Profiling
by Perfios · Wealth and investment platforms · Bengaluru, India
Creates 360-degree customer investment profiles to support personalised financial advice.
Wealth Profiling analyses financial and investment data to build 360-degree customer profiles, decoding behaviour and investment propensity. It uses triggers to guide personalised recommendations on portfolio rebalancing, new investments and fund choices, and a personalisation engine that recommends tailored investment products through custom or pre-defined triggers. It is intended for wealth managers to provide advice tailored to each client's circumstances, preferences and risk tolerance, and aims to lower customer acquisition costs through offers aligned to actual spending patterns.
What Wealth Profiling does
- 360-degree customer profiling
- Behaviour and investment propensity analysis
- Personalised nudges and triggers
- Portfolio rebalancing recommendations
- Custom and pre-defined trigger engine
What Wealth Profiling is used for
- Personalised investment advice
- Portfolio rebalancing
- Customer acquisition
- Investment product recommendations
About Perfios
Digital lending, underwriting analytics and onboarding software for banks and financial institutions.
Perfios in the vendor registry: its products, features and similar vendors.
Also by Perfios
- Bank Statement Analyser: Converts bank statement data into structured client insights used by underwriters for credit assessment.
- Digital Lending platform: End-to-end digital lending journeys
- Credit Assessment Module: Credit appraisal for lenders
- Digital Onboarding: Customer onboarding with video KYC and KYB
- Perfios Analyse: Bank statement and financial document analysis
- Perfios Verify: Identity and KYC verification
More in this category: Wealth management and investment platforms.
Weighing up Wealth Profiling? Create a free procurement account to run the question as a procurement: Perfios and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.