Thaleon
Thaleon is a unit trust research and client portfolio software platform for financial advisors, planners and unit trust consultants in Malaysia.
Listing updated
About Thaleon
Thaleon is a unit trust research and client portfolio software platform for financial advisors, planners and unit trust consultants in Malaysia. The Advisory Intelligence Platform combines research, portfolio optimization, compliance and client conversations into one AI-powered workflow, with Morningstar data covering 3000+ funds.
Thaleon's platform includes client management, portfolio analytics, fund research, goal planning, monitoring and alerts, and proposal generation. VIA is an AI advisory assistant that can research funds, build portfolios, check compliance and prepare client-ready proposals. Explore is a free plan with 10 AI Credits every month; a payment card is required for verification only.
- Category
- Computer Software & Solutions Provider
- Location
- Bandar Kuala Lumpur, Kuala Lumpur
- Website
- thaleon.io
Listing details come from public business profiles and have not yet been confirmed by the business. Data licence Is this your business? Ask us to update or remove it.
Summary written with AI from public business data. Disclaimer
Products & services
- Unit trust research and client portfolio software platform
- VIA AI advisory assistant
- Client management module
- Portfolio analytics module
- Fund research module
- Goal planning module
- Monitoring and alerts module
- Proposal generation module
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Location
Quick facts
- Business name
- Thaleon
- What it supplies
- Thaleon is listed under Computer Software & Solutions Provider.
- Category
- Computer Software & Solutions Provider
- Location
- Bandar Kuala Lumpur, Kuala Lumpur, Malaysia
- Listed products and services
- Unit trust research and client portfolio software platform, VIA AI advisory assistant, Client management module, Portfolio analytics module, Fund research module, Goal planning module, Monitoring and alerts module, Proposal generation module. (Summarised with AI from public business data.)
- How to contact
- Email, website and an enquiry form on this page.
- Listing last updated