Your clients’ children
will expect this.
Be the one who
gives it to them.
Somewhere, an AI wealth manager is telling a 34-year-old that their pension contribution is two points short of the employer match, and offering to fix it. That’s the bar now.
You can meet it without rebuilding. Dimply knows the client’s position across everything they hold, works out what matters from your calculations, explains it in plain words, and takes them through the journey.
And it never does anything you haven’t signed off.
Anticipate, explain and act, all governed by you.
Built by your teams. Changed whenever you like.
Best Wealth Management Solution, National Fintech Awards 2024. Best Wealth Management Project, 2025.
Wealth management and financial institutions
building with Dimply
What it looks like.
Worked out by your Calculations Engine. Acted on through journeys compliance signed off.
-
Onboarding · now
Your sister wants to open an account. Suitability, risk, funded, in one sitting.
Send invite -
Contribution · today
You’re paying 4% into your pension. The scheme matches up to 6%. Pay in two points more and your employer adds €2,100 a year you’re currently leaving on the table.
Raise contribution -
Cash · today
€48,000 idle in your current account. The same money on deposit earns €1,900 a year.
Move it -
Concentration · yesterday
61% of the portfolio is one fund. A rebalance to target would cost €0 in tax this year.
Review -
Retirement · this week
At current contributions you reach 65 with €340k. Your target was €450k. Here’s what closes it.
See options -
Life event · last week
You told us a second child’s on the way. Your protection cover hasn’t changed since the first.
Review cover
How it works.
It knows the position
Facts from every system and account, live.
It works out what matters
Your formulas, never approximated.
It acts
Signed-off journeys, in the app, in conversation with Holi, or through the agent you already have.
Enterprise Ready
Built for how wealth managers actually work
Security. ISO 27001 certified. SSO, RBAC, and data-level permissions.
Compliance. Full audit trails and version history, with every interaction logged. Roll back any time.
Accessibility. WCAG 2.1 AA compliant components, ready for the European Accessibility Act.
Scale. Serving millions of end users across wealth, banking, insurance and pensions.
Eyebrow
The Dimply stack for wealth management
Facts Engine
Facts Engine. What you know about the client, pulled live from your platform and custody systems, your CRM, open banking and third parties. 50+ financial facts ready to use, or bring your own.
Calculations Engine
Calculations Engine. What you can work out from those facts: portfolio drift, tax on a rebalance, retirement projections, contribution gaps. Your formulas, run exactly as written. AI never does the maths.
Experience Builder
Experience Builder. Describe the journey and it’s built: a rebalance, a pension top-up, an insight for one client. Your compliance team signs it off before a client sees it.
Holi
Holi. Your AI agent. Put it in front of clients to run your signed-off journeys in conversation, or plug it into the agent you already have.
Facts Engine. What you know about the client, pulled live from your platform and custody systems, your CRM, open banking and third parties. 50+ financial facts ready to use, or bring your own.
Calculations Engine. What you can work out from those facts: portfolio drift, tax on a rebalance, retirement projections, contribution gaps. Your formulas, run exactly as written. AI never does the maths.
Experience Builder. Describe the journey and it’s built: a rebalance, a pension top-up, an insight for one client. Your compliance team signs it off before a client sees it.
Holi. Your AI agent. Put it in front of clients to run your signed-off journeys in conversation, or plug it into the agent you already have.
FAQ.
How is this different from an AI wealth manager?
An AI wealth manager wants to replace you. Dimply lets you do what it does, with the relationship, the regulation and your advisers intact.
Who gives the advice?
You do. Dimply runs the journeys and the suitability on your rules. The advice is yours.
Can a conversational agent work inside wealth regulation?
Yes, if it never does the maths and never recommends a product on its own. Holi explains from the plan and your rules.
Does it work with our platform and custody systems?
Yes. Dimply sits on top of what you run and connects to it for the facts.