AKAMENA SA develops software for wealth management firms that structures investment convictions, market views and portfolio data into personalized client stories. Its platform also supports CIO teams, private-markets teams and advisors with universe curation, reporting and next-best-action recommendations.
AI-generated
Offering
Products & services
✓ Offered4
Wealth Intelligence Platform
Wealth intelligence platform for wealth management firms, combining investment convictions, the investment universe and each client portfolio into personalised wealth stories and next moves.
CIO Agentic Platform
Platform for structuring the liquid investment universe, house view, SAA and TAA, with themes, trend detection, reusable narrative blocks and investment idea generation.
Private Markets Platform
Platform for illiquid investments with fund-notice ingestion, holdings and position keeping, closings, subscriptions and fees, plus client-ready reporting.
Banker Agentic Platform
Platform for front-office bankers and advisors with portfolio ingestion, signals and key facts, convictions in context, liquid and private market views, and next best actions.
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