person helping other person affix themselves to the wall

Create more abundance

Connected Intelligence™ is technology that enhances and demonstrates the value of client/advisor relationships. Systelos enables informed decision making to build more meaningful relationships.

Our proprietary platform provides real-time context into client behavior to enable tailored financial recommendations that create value beyond investment returns.

Systelos is the first Connected Intelligence™ platform built equally for clients, advisors and financial institutions to improve collaboration between all participants.


Measure the value of human advice and bring your financial life in one place


Build client relationships that aren’t tied to the market and unify your practice tools


Prepare your workforce for the future and integrate your lines of business

Connected Intelligence

Systelos is the first Connected Intelligence™ platform that removes blind spots, tracks progress and reduces costly breakdowns.
Home - hex-diagram-596x444

From insights to impact.

Systelos is the first Connected Intelligence™ platform that empowers advisors to make a transformative impact on their client’s lives.

Platform Benefits


Revolutionary discovery process that provides a 360 view of your clients’ financial life, because you can’t provide valuable advice without holistic context (portfolio, goals, insurance, tax, estate)

Grey Box, Do not delete or move

Home - contextual_insights_720x398
Home - integrated_advice_720x398

Platform Benefits


Seamless integration of your advisory tools that uses machine learning to enhance your advice as you engage with your clients (CRM, Financial Planning, KYC, Communication, Portfolio, Compliance)

Grey Box, Do not delete or move

Platform Benefits


Recommendation engines and automated workflows that frees your team to do what they do best by empowering them with what machines do best (humans for empathy, leadership and creativity and machines for data analysis, process and connectivity)

Grey Box, Do not delete or move

Home - connected_intelligence1_720x398
Home - transfomative_impact_720x398

Platform Benefits


Client portal that delivers, multiplies and showcases your best advice to become irreplaceable in your clients’ lives (family dashboard, value timeline, nudges, and mass actions)

Grey Box, Do not delete or move

Grey Container –  do not delete or move.

Systelos is more than technology. We are reinventing how institutions, advisors and their clients do business

Jad Chehlawi,

Founder/CEO, Systelos

Be the change you want to see.

Templates Library
Loading, Please wait...
The Library cannot be open, please try it again later.
Form Template
Select a Form Template
Available fields in the selected template:
This field is required.
Invalid email format.
Some of the fields are not filled or invalid.