Next Generation
Asset Management
Empower your wealth management firm with its industry's comprehensive reporting, and seamless portfolio management — all in one unified platform.
Why Leading Firms Choose Whale AM
Automate 90% of portfolio rebalancing
Real-time compliance monitoring
Onboard clients 2x faster
Enterprise-grade security & encryption
Reduce operational costs by up to 40%
Everything You Need to Scale
Powerful Features Built for Modern Assets Management
Customer Investment Management
Manage all aspects of your customer relationships and investments in one unified platform.
- Unified customer profiles with complete history
- Investment portfolio Management
- Comprehensive portfolio analytics
- Rebalance portfolios with powerful automation tools
Customer Portal
Give your clients the transparency and access they expect with a modern portal experience.
- Easy access to all investment data
- Real-time performance tracking
- Streamlined KYC and onboarding workflows
Model Portfolio Management
Build and manage model portfolios with ease.
- Centralized portfolio strategy and versioning
- Automated portfolio management system
- Historical back-test design and analysis
AI-Driven Intelligence
Leverage AI-driven insights to optimize portfolio performance and gain analytical insights.
- Automated dashboards for smart portfolios
- Predictive analytics for customer analytics
- Automated discovery over real estimation
Operational Excellence
Streamline your operations and eliminate manual processes with intelligent automation.
- Risk-based language access management
- Automated workflow and tax scheduling
- Process information for routine tasks
- Compliance and audit risk management