Making investment advice delivery easy
and accessible to anyone, anytime, anywhere
Powering enterprises' digital transformation with the next generation of hybrid AI investment advisory platform.Contact Us
Helping personal and private banking business units realize their corporate digital advisory strategy, keeping a personal client relationship through high-end, accessible and personalized tailored investment advisory service delivered directly to their smartphones.
Our solution allows investment professionals to unlock and convert their investment insights into clear actionable advice which can then be easily shared on a large scale with existing and new investors.
Trusted partnerships that make your client’s investment grow through
PROACTIVE INVESTMENT ADVISORY SERVICES
$10B in AUM/AUA & growing
Providing digital advisory services to over
50,000 INVESTORS & growing
What we do
Nummularii provides an AI based advisory platform that
scales and automates investment advisory services
Our platform digitizes the entire investment advice delivery life cycle:
Investment made simple, actionable and cost-effective
How it works
Instead of serving one client at a time, each advisor can now provide customized advice and send it simultaneously to unlimited different investors with portfolio variants across all strategy profiles.
Investors receive personalized, actionable, real-time advice directly to their smartphones, allowing them to instantly act upon the advice through their banking app.
For enterprises, banks and investment advisory firms
Advisory solutions that fit your enterprise digital strategy
The next generation of hybrid B2B advisory platforms
Large scale advisory service for non-discretionary
Seamless user experience
Bridging the advisory gap
Personal, simple, single experience
Insures the highest fiduciary standards
Access to proactive advisory service
White labeled, open API architecture for simple integration
Our API-based platform allows for simple integration with all types of third party technologies and service providers. nummularii integrates into the existing IT infrastructure, embedding functionality into existing tools and application used by analysts, advisors and investors. Off-the-shelf nummularii modules and user-interfaces are also available.
Scalable, high-performance platform
nummularii’s robust platform enables banks and similar enterprises to handle masses of concurrent investors, advisors and other users with varying data input/output loads across all interfaces and channels.
Agility and security compliance
Our secured on-site solution guarantee that bank IT experts maintain total control over the all solution security aspects, allowing them to apply the same rigid corporate security protocols within their existing backend, eliminating the need to approve new external interface protocols. nummularii also offers advanced tailored architectures that support special requirements for legacy IT or transitional stages, so organization won’t need to give up on innovation
AI enhancement capabilities
We apply a layer of AI capabilities, such as learning processes and NLP on top of core functionality to leverage and enhance the personalization process throughout the engagement process.
Flexible assets coverage
The flexible nummularii solutions allow banks and their investment experts to work across multiple asset types including government/corporate bonds, mutual funds, ETFs, stocks and more while having the ability to control and change this coverage at any given time. We have the ability to break down each and every single security type into different risk elements and ensure the portfolio risk accuracy.
Extended Solution ecosystem
While nummularii’s main offering focuses on personalizing and delivering investment advice, we provide our B2B customers with optional integrative modules such as reporting, compliance documentation, BI analysis & monitoring, administration and more.
Exploring collaboration and partnership with nummularii
Ahad Ha’Am st 54, Tel Aviv-Yafo, 6579402 Israel
through Pilot and POC
POC can be carry out with zero integration or exporting of confidential enterprise data. Our POC/Pilot dedicated sandbox allows us to recreate exact bank advisory environments and simulate the same investment methodologies services you wish to test.
CONTACT US TO LEARN MORE