Devexa, the AI-powered virtual assistant and chatbot from global software developer for the capital markets industry, Devexperts, has launched a series of wealth management support features, designed to enhance wealth managers’ customer support offering.
The new features, which are readily available out-of-the-box via the Devexa widget, include historical performance charts, asset allocation views, and market value tracking, all with flexible time filtering.
Devexa, which provides Knowledge Base Automation, AI re-write, and natural language responsiveness functionalities, can be integrated within any digital user interface, including websites, landing pages, apps, or customer portals. Its integration capabilities include communication channels such as Telegram, Discord, WhatsApp, or Facebook Messenger, meaning that information can be accessed from within these platforms.
The visual reports now available to wealth management clients via Devexa can be requested directly from the client’s chat and received in real time. These include the client’s portfolio valuation, their portfolio breakdown by asset class, and gains / losses summaries for a given period of time.
With its ease of integration, Devexa can readily complement existing wealth management systems for optimized customer experience and support.
Jon Light, Head of OTC at Devexperts, said,
“Devexa has traditionally focused on supporting brokerages, enhancing their customer support and engagement services. The addition of these wealth management-focused features is very welcome, demonstrating Devexa’s flexibility and the breadth of her application potential. Devexa is easily integrated with any digital user interface so can readily complement existing system to offer customers a heightened experience, whilst also enabling them to make more informed decisions.”
About Devexperts
Devexperts is a software development company that has been serving the needs of capital markets participants since 2002. The company’s flagship solution is DXtrade, a platform for brokers, offering investment in stocks, commodities, futures, options, forex, funds, and cryptocurrencies. Devexperts’ core areas of expertise are multi-asset trading platforms, matching engines, and exchange solutions. With headquarters in Ireland, Devexperts’ development team consists of 900 engineers located in offices in the USA, Germany, Bulgaria, Singapore, Portugal, Turkey, and Georgia.
