WealthAi and MDOTM Ltd Partner to Offer AI Investment Tools

July 15, 2025
WealthAi and MDOTM Ltd have announced a partnership to integrate MDOTM's AI platform, Sphere, into the WealthAi MarketPlace, enhancing investment capabilities for wealth managers.

WealthAi and MDOTM Ltd have announced a strategic partnership to enhance AI-driven investment capabilities for wealth managers. In a press release, the companies revealed that MDOTM's AI platform, Sphere, will be integrated into the WealthAi MarketPlace. This integration aims to provide wealth managers and financial advisors with advanced tools for portfolio construction, rebalancing, and automated reporting.

Sphere, known for its capabilities in strategic and tactical asset allocation, will allow users to create and rebalance hundreds of customized portfolios quickly. It also features automated reporting through its StoryFolio, which generates tailored portfolio commentaries and client-ready reports.

The collaboration is designed to empower investment professionals by expanding access to Sphere's AI-driven platform, enabling them to make data-driven investment decisions efficiently and at scale.

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