The updated Devexa offers performance charts, asset allocation views, and real-time tracking.
New tools integrate with platforms like WhatsApp and Discord, giving clients access to portfolio data.
Devexperts, a software company specializing in capital
markets solutions, has introduced new features in its AI-powered virtual
assistant, Devexa. These updates, aimed at wealth managers, provide tools for
customer support and portfolio analysis.
The added functions include historical performance charts,
asset allocation views, and real-time market value tracking, all accessible
within Devexa’s existing widget.
Jon Light, Head of OTC at Devexperts, Source: LinkedIn
This integration spans popular communication platforms like
Telegram, Discord, WhatsApp, and Facebook Messenger, where users can access
information directly.
“Devexa has traditionally focused on supporting brokerages,
enhancing their customer support and engagement services,” commented Jon Light,
Head of OTC at Devexperts.
“The addition of these wealth management-focused features is
very welcome, demonstrating Devexa’s flexibility and the breadth of her
application potential,” he added. “Devexa is easily integrated with any digital user
interface so can readily complement existing system to offer customers a
heightened experience, whilst also enabling them to make more informed
decisions.”
The company is headquartered in Ireland and has a
development team of 900 engineers across offices in the United States, Germany,
Bulgaria, Singapore, Portugal, Turkey, and Georgia.
This collaboration is intended to address the increasing
demand for copy trading services among brokers and traders utilizing the
DXtrade CFD platform. The integration will enable brokers using DXtrade to
provide their clients with access to Traders Connect's cloud-based copy trading
solution.
Devexperts, a software company specializing in capital
markets solutions, has introduced new features in its AI-powered virtual
assistant, Devexa. These updates, aimed at wealth managers, provide tools for
customer support and portfolio analysis.
The added functions include historical performance charts,
asset allocation views, and real-time market value tracking, all accessible
within Devexa’s existing widget.
Jon Light, Head of OTC at Devexperts, Source: LinkedIn
This integration spans popular communication platforms like
Telegram, Discord, WhatsApp, and Facebook Messenger, where users can access
information directly.
“Devexa has traditionally focused on supporting brokerages,
enhancing their customer support and engagement services,” commented Jon Light,
Head of OTC at Devexperts.
“The addition of these wealth management-focused features is
very welcome, demonstrating Devexa’s flexibility and the breadth of her
application potential,” he added. “Devexa is easily integrated with any digital user
interface so can readily complement existing system to offer customers a
heightened experience, whilst also enabling them to make more informed
decisions.”
The company is headquartered in Ireland and has a
development team of 900 engineers across offices in the United States, Germany,
Bulgaria, Singapore, Portugal, Turkey, and Georgia.
This collaboration is intended to address the increasing
demand for copy trading services among brokers and traders utilizing the
DXtrade CFD platform. The integration will enable brokers using DXtrade to
provide their clients with access to Traders Connect's cloud-based copy trading
solution.
Tareq is a financial writer with 15 years of experience covering global markets. His work spans technical analysis, forex broker reviews, and market sentiment, with a focus on topics relevant to retail traders. He joined Finance Magnates in 2023.
At Finance Magnates, he serves as News Editor, covering retail forex and CFD brokers, cryptocurrency exchanges, fintech firms, and regulatory developments shaping the trading industry. He holds an Honours degree in Information Technology from Anfell College, London.
Education:
Honours degree Information Technology, Anfell College, London
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