Muralha.tech provides an AI-powered platform for investment advisory firms to automate client interactions and portfolio management. Its generative AI capabilities enable advisors to efficiently serve a broader client base, including those with smaller portfolios, by offering a virtual assistant for advisors and a digital advisor for client engagement.
Funding
Funding not disclosed
Founders
Product
Problem
Investment advisory and consulting firms face challenges in scaling their services to accommodate clients with smaller portfolio sizes, often requiring significant manual effort for personalized client engagement and portfolio management. This limits their ability to serve a broader market segment and optimize operational efficiency.
Solution
Muralha.tech offers an AI-powered platform designed to enhance the operational capacity of investment advisory and consulting firms. The platform utilizes generative AI to automate key client interaction and portfolio management tasks, enabling advisors to serve a wider client base, including those with portfolios below R$ 300,000. By providing a virtual assistant for advisors and a digital advisor for client-facing interactions, Muralha.tech facilitates more efficient client onboarding, communication, and personalized investment allocation, thereby improving advisor productivity and client reach.
Target Audience
The primary target audience includes investment advisory and consulting firms seeking to expand their client base and improve operational efficiency through AI-driven solutions.
Features
- **Copiloto do Assessor (Advisor Copilot):** A virtual assistant that supports investment professionals by automating client query responses and administrative tasks.
- **Assessor Digital (Digital Advisor):** An AI-driven system that engages directly with clients to manage portfolio allocations aligned with firm strategies.
- **Client Data Management & Integrations:** A robust system for storing client data and integrating with various financial partners, including offshore investments, crypto exchanges, foreign exchange, insurance, and banking services.
- **Open Finance Integration:** Facilitates a comprehensive view of a client's financial life through Open Finance, enabling more informed advisory services.
- **Generative AI Core:** Leverages state-of-the-art generative AI models for advanced functionality and personalized client interactions.