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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.

Clients

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

Advisors

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

Institutions

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.
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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

Contextual
Insights

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)

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Platform Benefits

Integrated
Advice

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)

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Platform Benefits

Human/machine
collaboration

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)

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Platform Benefits

Transformative
Impact

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)

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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.

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