Sold by: Vaia
AI-powered wealth management platform for advisors, family offices and investment firms.
Overview
VAIA Wealth provides AI-powered portfolio management, investment research, client reporting and workflow automation for wealth managers, RIAs, family offices and private investment firms.
The platform integrates portfolio analytics, document management, CRM workflows, investment memos and AI assistants into a unified workspace designed for modern wealth management firms.
For custom managed-services pricing or multi-year contracts, contact foundersoffice@vaia.co.in for a private offer.
Highlights
- AI-powered portfolio analytics and investment research in one workspace
- Unified CRM, document management and investment memo workflows
- Built for wealth managers, RIAs, family offices and private investment firms
Details
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
vaia-wealth-api | API for Vaia Wealth platform | $3,000.00 |
Dimensions summary
This listing offers one pricing dimension: API access to the VAIA Wealth platform, billed per user under a contract. Pricing scales with the number of users you license. There are no separate tiers, instance sizes, or usage add-ons to choose from. You commit to a set user count for the contract term, and the cost tracks that count. The platform supports wealth advisory workflows, including portfolio intelligence and AI-assisted client advisory, delivered through this single API-based dimension.
Top-of-mind questions for buyers
Billing tracks the number of user accounts you license for API access. Each individual person who accesses the platform through the API counts as one user. You commit to a set user count for the contract, and cost scales with that count.
The platform supports wealth advisory work for relationship managers. This includes portfolio intelligence, compliance guardrails, and AI-assisted client advisory. It also maps client risk profiles to model portfolios and monitors performance continuously. All these functions are delivered through the single API-based dimension.
Cost tracks the number of users you license. Adding users raises the total, since the per-user rate applies to each account. There are no separate tiers or usage add-ons. You commit to a user count for the contract term, and the price follows that count.
vaia.co.in
Helpful?
Vendor refund policy
VAIA offers a 14-day refund period for new subscriptions purchased through AWS Marketplace. After this period, subscription fees are non-refundable. Customers may cancel at any time to prevent future renewals. Enterprise and Private Offer refunds are governed by their respective agreements. For refund requests, contact foundersoffice@vaia.co.in
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Additional details
Usage instructions
After subscribing, contact foundersoffice@vaia.co.in to receive login credentials and onboarding for your VAIA Wealth workspace.
Support
Vendor support
Need help? Contact us at foundersoffice@vaia.co.in .
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Similar products
Create investment decks, ESG presentations and business proposals using AI in minutes.
By Vaia
Enterprise ESG reporting platform that automates GRI, BRSR, CSRD and sustainability disclosures with AI.
Manage real estate investments, portfolios and due diligence with AI-powered workflows.
End-to-end family office operating platform for investment management and reporting.
Customer reviews
No customer reviews yet
Be the first to review this product . We've partnered with PeerSpot to gather customer feedback. You can share your experience by writing or recording a review, or scheduling a call with a PeerSpot analyst.