About AmiPro
AmiPro is a wealth management software from MeetAmi advancements that enables financial advisors. It provides a new asset class to meet changing needs and interests of clients, increases assets under management (AUM) to gain a competitive advantage, and ensures audit compliance by logging all required reporting. Users can view investment performance by advisor, team, and client, and manage compliance workflows and rules effectively. AmiPro supports financial professionals in adapting to industry changes while maintaining rigorous compliance standards. Key capabilities: new asset class audit compliance investment performance tracking compliance workflow management competitive advantage Best for: wealth management advisors that need to adapt to evolving client demands.
AmiPro, developed by MeetAmi Innovations, is a purpose-built digital asset platform tailored for wealth management advisors seeking to integrate cryptocurrencies and tokenized assets into client portfolios. The platform excels in providing a comprehensive suite of tools that cover trade execution, portfolio management, client onboarding, and regulatory compliance, all within a user-friendly, web-based interface designed for financial professionals. Its portfolio management capabilities are highly sophisticated, including simulation tools, factor analysis, Monte Carlo modeling, backtesting, and optimization to manage diverse risk profiles. AmiPro also features a robust compliance engine, supporting adherence to governing bodies such as IIROC and ensuring thorough audit logging and reporting, helping firms mitigate regulatory and operational risks. The integrated Account Centre facilitates efficient client management, KYC processing, and reporting, while AmiShelf offers advisors access to a curated ecosystem of vetted digital asset investment opportunities. AmiPro is designed for high reliability and responsiveness, supporting real-time trading decisions and complex portfolio analysis, making it suitable for firms managing multiple clients and asset classes simultaneously.
Pros & Cons
- +Provides trade execution tools to buy, sell, and hold Bitcoin and other digital assets directly for clients
- +Wide range of reporting options, from basic account summaries to advanced performance and compliance reports
- +Learning Centre offers Blockchain 101, continuing education credits, webinars, and modular training for advisors and clients
- +Regulatory workflows aligned with IIROC and other governing bodies, ensuring compliance and audit readiness
- −Pricing information is not publicly disclosed, requiring direct engagement for cost evaluation
- −Currently positioned as the first Canadian digital asset platform for advisors, which may limit availability outside Canada
Features
Key features
- Bridging Traditional Wealth to Digital Assets
- The software enables wealth management advisors to successfully include Digital Asset investing in their practice.
- Full Regulatory and Compliance Workflow
- It maintains rules and processes to meet compliance regulations with bodies like IIROC and tracks audit requirements.
- Comprehensive Portfolio Design and Optimization
- Tools allow for designing, simulating, backtesting, and optimizing Digital Asset portfolio performance.
- Integrated KYC and Client Management
- It features an Account Centre with integrated KYC and tools for efficient client onboarding and annual review facilitation.
- Advanced Risk Management
- Risk rating and product quality are defined and managed within the workflows to address both real and reputational risks.
- Learning Centre for Digital Asset Investing
- Provides advisors with modular, interactive, and collaborative learning resources, including CE credits and market fundamentals.
Additional features
- Digital Asset Investing Support
- The platform allows advisors to directly invest in Bitcoin and a growing number of Digital Assets for clients.
- Regulatory Workflow Maintenance
- The software maintains the rules and processes needed to meet regulatory and compliance regulations.
- Trade Execution Tools
- Allows users to buy, sell, and hold Digital Assets for clients through a simple, comprehensive interface.
- Portfolio Design Tools
- Consists of a toolkit to design and simulate portfolio performance.
- Asset Analytics
- Provides tools for detailed analysis of Digital Assets.
- Backtest Performance
- Allows advisors to simulate past performance of portfolio designs.
- Portfolio Optimization Tools
- Features tools to optimize portfolios to meet client return objectives.
- Portfolio Management Tools
- Enables informed decisions with a clear view of assets, model management, and re-balancing.
- Strategy Adjustment
- Allows advisors to adjust investment strategies as the industry and offering matures.
- Evolving Modeling and Performance Tools
- Features deeper analytics like Factor Analysis and Monte Carlo to manage different risk models as the market evolves.
- Comprehensive Client Management System
- Provides a system with features and tools for overall client management.
- Simple Account Management
- Captures all facets of the client’s portfolio simply.
- Data Visualization Tools
- Provides numerous tools for reporting and data visualization within the Account Centre.
- Integrated KYC
- KYC can be integrated to automatically meet requirements and keep accounts up-to-date.
- Efficient Client Onboarding
- Facilitates the efficient onboarding of new and existing clients into the Digital Asset practice.
- Facilitation of Annual Review and Client Tax Forms
- AmiPro helps efficiently manage annual reviews, KYC, and client tax forms/reports.
- Report Integration to Traditional Wealth Management Systems
- The software allows for the integration of reports with existing traditional wealth management systems.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About AmiPro
AmiPro is a wealth management software from MeetAmi advancements that enables financial advisors. It provides a new asset class to meet changing needs and interests of clients, increases assets under management (AUM) to gain a competitive advantage, and ensures audit compliance by logging all required reporting. Users can view investment performance by advisor, team, and client, and manage compliance workflows and rules effectively. AmiPro supports financial professionals in adapting to industry changes while maintaining rigorous compliance standards. Key capabilities: new asset class audit compliance investment performance tracking compliance workflow management competitive advantage Best for: wealth management advisors that need to adapt to evolving client demands.
AmiPro Details
AmiPro's In-App Market Place
Does AmiPro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), CAD ($), AUD ($), CHF (Fr), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Provides trade execution tools to buy, sell, and hold Bitcoin and other digital assets directly for clients
- Wide range of reporting options, from basic account summaries to advanced performance and compliance reports
- Learning Centre offers Blockchain 101, continuing education credits, webinars, and modular training for advisors and clients
- Regulatory workflows aligned with IIROC and other governing bodies, ensuring compliance and audit readiness
- Pricing information is not publicly disclosed, requiring direct engagement for cost evaluation
- Currently positioned as the first Canadian digital asset platform for advisors, which may limit availability outside Canada
AmiPro's Support Options
Contact
877-450-7237AmiPro's Alternatives
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