Transform Wealth Management with
Enterprise AI
coreIntelligence delivers AI-powered solutions that modernize financial institutions, enhance decision-making, and create exceptional customer experiences.
✓Enterprise-grade security and scalability
Customer Insights
AI-powered analytics
Our Flagship Agent
An autonomous AI agent that handles complex wealth management operations around the clock
Arminius
Portfolio intelligence
Arminius
Relationship Management Agent
Automate daily portfolio workflows - from meeting briefings and client emails to compliance breach checking and cross-portfolio questions.
Connects directly to your PMS via MCP for real-time portfolio intelligence.
Our MCP Server
Connect your existing systems to AI through a single open standard
coreIntelligence MCP
Model Context Protocol
A ready-made connector between your existing systems and AI. If your PMS supports the OpenWealth standard, our agents work out of the box.
Security built in: your data stays inside your own environment, every action runs on permissions you control, and nothing confidential ever reaches an external model.
Our Platform
Enterprise-grade infrastructure built for wealth management excellence
coreGPT
Enterprise-grade AI platform purpose-built for the wealth management industry. Engineered with Swiss precision and tailored to meet the highest standards of financial services.
Leverage advanced AI capabilities while maintaining complete control over your data and ensuring compliance with regulatory requirements.
coreGPT
Enterprise AI assistant
Ready to Transform Your Wealth Management Operations?
Schedule a personalized demo with our team to see how coreIntelligence's AI wealth management solutions can address your specific challenges.
Personalized Assessment
Tailored evaluation of your specific needs
Live Product Demo
See our solutions in action