"> Data analytics platform for wealth management | Inbest.ai

PLATFORM

Data analytics platform to automate financial planning

Features

FINANTIAL SITUATION

Inbest calculates customers’ balance sheet, income statement and KPIs to assess their financial situation

Financial Planning

Inbest projects customers’ financial goals, calculates the chances of achieving them and recommends options to reach them

Tax Planning

Inbest ensures that customers harvest their investment losses, maximise their deferred tax liabilities, and use their tax allowances

Api Platform

Inbest provides and enterprise-grade API to build your own financial planning solutions

Integrations

Inbest provides instant access to Open Banking, investment platforms and adviser back-office systems