Building Intelligent Wealth Management: AI-Powered Portfolio Analytics at Scale
Sep 22, 2026 4:00 PM EDT Featuring: Mark Beccue – Principal Analyst at Omdia Kunal Gosar – Head of AI at Addepar (AWS customer)
Financial services organizations are exploring how AI can transform wealth management and portfolio analytics. While the potential is significant, organizations face critical challenges in modeling complex portfolios, delivering actionable intelligence, and maintaining compliance in highly regulated environments.
Leading wealth management platforms are leveraging AI to provide total portfolio views across diverse asset classes, deliver advanced analytics, and enable better investment decisions. These capabilities allow organizations to serve high-net-worth individuals, family offices, and institutional clients while maintaining the security, data privacy, and oversight required by financial institutions.
In this session, we will discuss how AI is reshaping wealth management and portfolio analytics. The conversation will explore the opportunities and challenges associated with building AI-powered intelligence workflows, the infrastructure required to support complex portfolio modeling at scale, and the evolving role of governance in AI-driven financial services. Attendees will gain insights into how solutions such as Amazon Bedrock can help organizations build secure, compliant foundations for AI applications and position themselves to capitalize on the next wave of innovation in wealth management.
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