MDOTM Collaborates with WealthAI, Publishes AI Report in Association with EY
In a strategic move to bolster the capabilities of financial advisors and wealth managers, WealthAI and MDOTM have teamed up to integrate MDOTM's AI-driven investment platform, Sphere, into the WealthAI Marketplace[1][2]. This collaboration aims to provide scalable, data-driven, AI-enhanced portfolio management tools, improving efficiency and enhancing the client experience.
Sphere, MDOTM's flagship product, offers advanced AI tools designed to optimize portfolios and generate automated, personalized investment reports[1][2]. Key features include:
- AI-driven Investment Insights: Sphere converts complex market data into actionable ideas for portfolio and risk alignment, offering unbiased investment decision support[1].
- Portfolio Studio: This tool enables mass customization and scalable rebalancing of thousands of portfolios quickly, according to advisor-specific strategies, objectives, client constraints, and risk profiles. This allows efficient management of large numbers of personalized portfolios while controlling tracking error[1][2].
- StoryFolio: Leveraging generative AI, StoryFolio creates customized portfolio commentaries and client-ready reports that translate complex information into clear, tailored investment narratives[1][2].
The partnership between WealthAI and MDOTM positions advisors to leverage Sphere's capabilities seamlessly within WealthAI's platform, enhancing their ability to optimize portfolios and generate automated, personalized investment reports.
The EY report, "Artificial Intelligence: The Value is in Scale," reinforces the findings from other European experts in AI implementation in financial services. The report encourages firms to move from an "experimental" approach to AI and instead embrace a "continuous learning mindset"[4]. It also highlights the "experimentation to execution" transition as key to successful and evolving use of AI in wealth management[5].
According to the EY report, more than 40% of investment managers believe they are lagging behind in using AI, with only 5% referring to themselves as "at the forefront"[6]. This partnership between WealthAI and MDOTM aims to bridge this gap, offering AI-driven tools to a broader audience of wealth and asset managers.
WealthAI, headquartered in London and founded in 2023, offers an AI operating system for wealth managers, family offices, private banks, and asset managers. Sphere, on the other hand, was demonstrated at Europe 2025 for accessing AI-driven insights and building and managing portfolios at scale[1][2].
This collaboration is set to transform the wealth management sector, empowering advisors with scalable, data-driven, AI-enhanced portfolio management tools, and improving efficiency and client experience by automating key investment processes and reporting at scale[1][2].
[1] WealthAI Press Release, "WealthAI and MDOTM Partner to Bring AI-Enhanced Portfolio Management to Wealth Managers," [Date of Publication]. [2] MDOTM Press Release, "MDOTM Debuts Sphere at Europe 2025," [Date of Publication]. [3] Morningstar, "2025 Fintech Showcase Winners Announced," [Date of Publication]. [4] EY Report, "Artificial Intelligence: The Value is in Scale," [Date of Publication]. [5] European AI in Financial Services Expert Group, "AI in Financial Services: A European Perspective," [Date of Publication]. [6] EY Report, "Artificial Intelligence: The Value is in Scale," [Date of Publication].
(Image by Lianhao Qu on Unsplash)
Investing in technology and artificial-intelligence becomes more accessible for wealth and asset managers, as WealthAI partners with MDOTM to integrate Sphere, MDOTM's AI-driven investment platform, into the WealthAI Marketplace. This collaboration introduces AI-driven portfolio management tools, aiming to bridge the gap where over 40% of investment managers believe they are lagging behind in using AI.
