16.07.2026 Εκθέσεις

Everest Group Innovation Watch™: Agentic AI in Wealth Management Technology

Profile is recognised as a Luminary in Everest Group’s Innovation Watch™: Agentic AI in Wealth Management Technology report. This recognition highlights Profile’s commitment to delivering innovative AI-powered wealth management solutions that help financial institutions enhance adviser productivity, improve operational efficiency, strengthen compliance processes and deliver more personalised client experiences.

The report evaluates 16 leading technology providers offering AI assistants, copilots, AI agents, workflow orchestration capabilities and AI-enabled solutions across the wealth management value chain. Providers are assessed based on market performance and ecosystem drivers, including adoption maturity, innovation investments, partnerships and breadth of capabilities. Profile was recognised as a Luminary, the highest category in Everest Group’s assessment.

Business and technology leaders can leverage this report to gain insights into how agentic AI is transforming wealth management, from adviser productivity and client onboarding to portfolio monitoring, compliance and operational automation. The report explores emerging use cases, adoption priorities and the key factors shaping the next generation of AI-enabled wealth management platforms.

Download the report to discover how Profile’s Axia investment and wealth management platform, enhanced by ProfileOne AI-powered capabilities, enables financial institutions to accelerate innovation, optimise operations and deliver more intelligent wealth management services.

Everest Group, Innovation Watch™: Agentic AI in Wealth Management Technology, Ronak Doshi, Kriti Gupta, Sakshi Maurya, Ketan Kumar, 14 July 2026.

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