Wealth ManagementA simpler, faster way to do wealth management and financial planning

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AllMind AI wealth management platform - investment proposals, portfolio analytics, and research

Proposals That Win, Built in Minutes

Generate polished client investment proposals with thesis, key risks, valuation context, and income characteristics all cited to the latest filings and research. Deliver institutional-grade work without the back-office overhead

AI Assistant
AllMind AI document search dashboard

Complete Your Research in Minutes, Not Days

Search across broker research, earnings transcripts, and filings in natural language. Surface exactly what analysts said about dividends, guidance, or sector trends without digging through 300 page PDFs

Document Search
AllMind AI grids dashboard

Client-Ready Portfolio Analytics

Instantly analyze holdings for dividend yield, payout sustainability, growth trends, and management commentary. Tailor views for income-focused retirees, growth clients, or any investment mandate.

Grids
AllMind AI dataroom

Start Every Day Prepared

Set up custom automations in plain English. Get morning summaries of overnight moves, earnings releases, dividend announcements, and news affecting your client portfolios delivered as PDF, Excel, or Word, on the schedule you choose.

Automations
AllMind AI automations

The collaborative AI workspace built to fit seamlessly into an investor's workflow. AllMind adapts to your ways of working, unlocking team and machine collaboration at scale.

Built for Finance

Stop Wasting Resources on Disconnected Legacy Tools

Join leading hedge funds and institutional investors who trust AllMind AI.