Wealth & Private Banking › Financial Planning & Advice › Financial Planning Software

LIFESCALE LIMITED (trading as "ENVIZAGE")

API and white-label financial planning platform delivering AI-powered, goal-based advice and insights.

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Overview

Envizage provides an API and white-label financial planning technology that financial institutions embed to give customers personalized planning, advice, guidance and financial-wellbeing tools. The platform includes AI capabilities that explain financial outcomes and improve data quality through guided client dialogue.

Founded in London in 2014 by former Morgan Stanley partners who acquired Morgan Stanley's holistic advice methodology and technology, Envizage serves financial institutions seeking to deliver digital financial-planning experiences at scale.

Key Features

+ API for embedded financial planning
+ White-label planning applications
+ AI-powered explanations and guided dialogue
+ Goal-based financial planning
+ Financial wellbeing tools

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