Ready to Go Robo-Assistant for the Next Gen!

End-To-End financial management solution and analytics services for your business needs.

Save The Hassle And Launch Your Own Digital Robo-Assistant

For many wealth managers, broker dealers, insurance companies, banks and go-crypto institutions, providing sound financial advice is core to your offering. AREIX offers a seamless AI Robo-Assistant platform that automates these processes across spectrum from financial planning and financial management processes.

We offer

​​AREIX Robo-Assistant Platform solution offers a wide variety of user experiences that allow business, particularly financial services firms of all sizes, the ability to do simple goal-based planning, complex cashflow planning or other types of financial prospect management.

Unlike other hard-coded solution, our intuitive platform is designed as a holistic 3-module solution. Our “Expense”,”Budget” and “Investment”module framework may be implemented separately or in any combination.

Expense Model

High granularity of cashflow categorisation and merchant tagging.

Anomaly detection on statistically unusual cashflow within a cluster.

Investment Model

Dynamic tracking on funding rate, gas fee and transaction fee for cost optimization.

Thematic indexes and screeners on seasonal digital assets for seeking the Alpha & Beta.

Strategy & product backtesting module for fast and timely decisioning.

Budget Model

A goal-based forecasting model which adopts deep learning algorithms to calculate user’s budgets on a daily, weekly and monthly basis.

Looking For More?

Explore our Add-ons

We understand you can’t afford to be the same as your competitors. We offer a range of other add-ons to better address your business needs. Here’s some of our featured add-ons:

Follow trade system &
API services

Trade record and signal sharing from one to many linked relationships.

Affiliate system &
API services

Affiliate relationship management

Cross-exchanges aggregator and connectivity

Seasonal crypto exchange aggregator, from order book aggregation to order placement.

On-chain data query and analysis

Blockchain data query, real time tracking on whales, ESG and on-demand analysis

Our Solutions Are Best Serve For These Industries.


Asset Managers

Go-crypto Institutions

How it Works


Set up the branding and content for risk appetite, product coverages and model preferences.


AREIX configures the robo-assistant to run under your domain name.


AREIX deploys your robo-assistant app for you at your preferred host.


Ready to launch.

We Strive To Drive Commercial Success For Our Clients

We are a recognised wealth tech company with a team of seasoned experts who operate across AI & Machine Learning, human insights and financial management. With our suite of white label offerings, we help companies extend their product range with smart tools, in an highly customisable and cost-effective way.

Time to market &
business agility

Time to market &
business agility



[System assurance]

[Data Privacy & security]

Let's Talk

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