Enable your advisors to grow relationships and bring in more assets

Industry-Leading Data Security You Can Trust

Cognerium is proud to hold SOC 2 Type 2 certification. Business across industries can rely on Cognerium to safeguard their sensitive information while maintaining the highest levels of operational integirity and compliance.

Our Partners

Key Capabilities

Artificial Intelligence

Over 100 proven machine learning models to drive growth, retain clients, and boost engagement. Built into your processes, these models are built, tested, and proven to deliver results in less than half the expected time.

MAGI

Multi-Agent General Intelligence (MAGI) is a powerful AI capability made up of specialized AI agents. Each agent handles entire tasks from start to finish, and together, they complete complex processes.

Quantum AI

Quantum AI, now part of WealthGrowth.AI, brings a revolutionary edge to wealth management. By leveraging quantum computing, it explores countless possibilities simultaneously, delivering precise strategies and unlocking new opportunities.

API

250+ pre-built APIs seamlessly integrate with your internal systems, external applications, and third-party data providers, enhancing connectivity and efficiency.

Digital Apps

Six digital apps designed to simplify experiences for advisors, leaders, and customers, making wealth management smarter and more efficient.

Data Security & Privacy

The platform meets U.S. and global financial compliance standards, with IBM ensuring robust data security and privacy protections.

Key Benefits

For financial advisors

Boost client wallet share by up to

40%

For sales & marketing leaders

Multiply product utilization by

3x - 5x

For financial institutions

Achieve yearly growth exceeding

20%

For customers

Expand client penetration from

3% - 9%

Testimonials

WealthGrowth.AI is next-generation technology that will revolutionize the wealth management industry. Many advisors and leaders have built a career working harder to grow their business, wishing there was a tool to also help them work smarter. WealthGrowth.AI, by incorporating the power of AI, leverages cutting-edge technology that will lead to productivity increases for advisors like no other development we have experienced. It will be a core technology as advisors are responsible for managing larger books of assets and growing their business in an environment with more demands on their time.

Peter Bielan

CEO - Bielan Group

The Latest Blogs, Trends, and Best Practices

News and Events

Have a question?

No, the data will be securely stored and managed in the RDS service provided by AWS cloud, or an equivalent service from other cloud companies such as IBM. Your company will hold full control over this specific data and decide who has permission to access it.

Your Company/ Business Team

No, WealthGrowth.AI is a SAAS platform designed to work without needing IT staff. Business teams can handle most things by themselves, and the Cognerium Team will help with the overall platform, including data backup, recovery, and solving any problems.

The WealthGrowth.AI platform comes in four editions: Base, Base+, Advance, and Advance+. These versions are designed to match the level of data sophistication at a financial institution like yours. The Base and Base+ editions are tailored for organizations that are starting out with basic data, such as information in Excel files and manual operations. As these organizations develop their data handling and integration abilities, they can upgrade to the more advanced Advance or Advance+ editions of WealthGrowth.AI.

Financial institutions that already have a good handle on their data and integration systems, including a central data warehouse, actively used CRM systems, and Financial Planning and Management Systems, can opt for the Advance or Advance+ editions of WealthGrowth.AI right away.

Yes, we collaborate with AWS, IBM, Oracle, Microsoft Azure, and Google. However, we suggest choosing either AWS or IBM because of our solid partnerships with them, which provide additional layers of data security and privacy.

Provides a comprehensive set of 780 APIs, with 749 designed for internal use and 26 for external connections, facilitating smooth data transfer and integration for various application requirements. The platform supports integration with a variety of widely-used applications, including Salesforce, Snowflake, SQL Server, Experian, Acxiom, Transunion, and digital financial advisory apps, among others, ensuring comprehensive connectivity and data synchronization across different systems.