The Advisory Intelligence Platform for Scalable, Compliant Wealth Advice

Thaleon turns research, portfolio optimization, compliance, and client conversations into one AI-powered workflow — so advisors deliver institutional-grade advice at scale.

Start Free with ExploreExplore is free with 10 AI Credits every month. A payment card is required for verification only — you won’t be charged unless you choose a paid plan.
Free Explore plan
No automatic charges
Upgrade or cancel anytime
Fund Coverage
3000+
+9
Thaleon
AI Insight
Live
Auto-generated
Client-ready Proposal
Generated in 2 min
PDF format available
Presentation mode
Compliance Passed
FA-Suitability · IPP Aligned
Portfolio Health
+8.40%
$1,284,930
Sharpe
1.42
Vol
9.8%
DD
-6.1%
Thaleon logoThaleon logo
Dashboard
Client List
Fund Library
Guard Rail
Model Portfolio
Advisor Controls
Client List›Client Details›Asset Portfolio›X-Ray
Exit AI Mode
D0
NY
Data Analysis – edu
Specific improvement plans & expected effects from X-Ray
Portfolio ID: 5085845527891935232
Portfolio Details
Fund Name
Market Value
Weight
Rating
1Y
3Y
Manulife Asia Technology Fund A
MYR 3,600
30.00%
—
+72.16%
+21.65%
Manulife Investment Greater China
MYR 3,600
30.00%
★ 5
+70.41%
+21.12%
Manulife Asia-Pacific ex Japan
MYR 3,600
30.00%
★ 5
+65.85%
+19.76%
AmPrecious Metals Securities
MYR 1,199
10.00%
—
+62.33%
+6.23%
Principal Greater Bay Fund
MYR 2,840
12.50%
★ 4
+38.44%
+14.82%
Affin Hwang Aiiman Income Plus
MYR 2,210
8.00%
★ 5
+18.92%
+8.41%
RHB Asian Income Fund
MYR 1,760
6.50%
—
+12.16%
+7.35%
Public Mutual Dividend Select
MYR 1,420
5.00%
★ 4
+9.84%
+6.18%
Morningstar Powered3000+ Funds CoveredAI-poweredBuilt for Advisors

Modern Advisory Has Become Increasingly Complex

Advisors are expected to deliver deeper analysis, clearer explanations, and audit-ready recommendations — while juggling fragmented tools, regulatory pressure, and rising client expectations.

Research

Manual screening, comparison, and rationale-writing consumes the day before client meetings.

Compliance

Linking each recommendation to client risk profile, IPP, and policy requires repeated manual checks.

Narrative

Translating analytics into clear, client-friendly narratives is slow — and inconsistent across advisors.

Disconnected Systems

Profiles, holdings, suitability records, and reports scattered across disconnected tools.

From Client Meeting to Client-ready Proposal in 12 Minutes

Every stage of advisory work, connected — so no client meeting starts from scratch.

01
Meet Client
02
Capture Client Profile
03
Analyze Portfolio
04
Generate Recommendations
05
Validate Compliance
06
Deliver Proposal
Currently processing: Step 01 — Meeting client...

Meet VIA — Your AI Advisory Assistant

Ask anything across portfolios, funds, markets, and clients. Get answers grounded in your firm's data, your client's profile, and audit-ready logic.

VIA AI advisory assistant
VIA · Session
Ready
VIA AI advisory assistant
Hi, I’m VIA — your AI advisory assistant

I can research funds, build portfolios, check compliance, and prepare client-ready proposals.

Generate a retirement portfolioWhat's my client's suitability fit right now?Summarize compliance status for this client
ResearchPortfolioRiskComplianceClient Q&ANarrative
Unified Advisory Suite

Everything in One Platform

Research, analysis, monitoring, and client-ready advice move through one connected workflow — so advisors can stay focused on the client conversation.

6 core modulesOne advisor workflowClient-ready output
Client Management

Every client relationship, asset tier, and next action — organized in one structured view.

Johnny Tang
Johnny Tang
RM150,000 · Investable
Follow-up
Sophia Lee
Sophia Lee
RM381,000 · Investable
Contacted
Emma Rodriguez
Emma Rodriguez
RM195,000 · Investable
New Lead
Portfolio Analytics

Performance, risk, and attribution — visualized clearly, updated in real time.

Total Return (Annualized)15.76%
Sharpe
2.14
Volatility
3.68%
Max DD
-3.03%
Fund Research

Morningstar-powered ratings and comparisons across 3000+ funds.

AHAM Absolute Return III
NAV 1.2456 · 3M +0.24%
Return★★★★☆
Drawdown★★★★☆
Return/Risk★★★★☆
Upside★★★★
Goal Planning

Turn client goals into structured, trackable plans with clear targets.

Future Pension Fund Project
Target: Pension Fund
Children's Education Fund
Target: Education Fund
House Purchase Reserve
Target: House Purchase
Monitoring & Alerts

Catch risk drift and compliance issues before they escalate.

GuardRail
6
IPP Drift
12
Review Due
11
50%Risk
Needs Attention50%
Watchlist20%
Healthy30%
Proposal Generation

Client-ready recommendations, generated and explained in minutes.

Emerging Market Allocation — Marcus Lim
PERSONALISED PROPOSAL
Aligned with growth objectives
Complements allocation
Portfolio Size
RM 420,000
EM Exposure
2% → 8%

Trusted by Advisors from Leading Wealth Management Firms

Phillip Wealth PlannersUOBKHPrincipal Asset ManagementAHAMManulife Investment ManagementKenanga
Featured In
The Malaysian Reserve

Financial planners redefine roles in AI era

THALEON was featured as one of the AI advisory platforms highlighted in this industry report.

↗ Read Article
3000+
Funds Covered
163
Institutions Covered
3,000+
Event Attendees
100+
Product Demonstrations

Supporting the Advisory Community

Thaleon actively participates in industry conferences and partner events across Malaysia — including the PhillipCapital 16th Investment Conference 2026 and the FPAM Annual Signature Financial Planning Symposium 2026.

500+
Industry Professionals Reached
200+
Interactive Product Demonstrations
15+
Industry Events Participated

Demonstrating real-world adoption and building trust across Malaysia's wealth management community.

Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
Thaleon at a wealth management industry event
01 / 17

Trusted by Advisors. Proven in Real Client Conversations.

Hear how advisors use THALEON to research faster, compare smarter, and serve clients with greater confidence.

Licensed Financial Planner
Sofina, Licensed Financial Planner
Sofina
Licensed Financial Planner
“THALEON has leveled up the value of my service to my clients.
Client ReviewsMorningstar DataAI Chat
Advisor feedback
Making fund analysis easier to interpret and apply in real client work.

One of the most encouraging parts of building THALEON is hearing how advisers are using it in real client work.

Sofina, a Licensed Financial Planner who actively manages and regularly reviews her clients’ portfolios, shared that THALEON helps her interpret fund analysis powered by Morningstar data through a simple AI chat, while supporting her in thinking through suitable next steps for her clients.

That kind of feedback matters to us because it reflects the role we want THALEON to play — not just as a research tool, but as a practical advisory companion that helps advisers think more clearly, respond more confidently, and ultimately elevate the value they bring to clients.

We believe good advisory is not only about access to information. It is also about making fund analysis easier to interpret and easier to apply in real conversations, real reviews, and real portfolio decisions.

Registered Financial Planner
Kam Teik Guan, Licensed Financial Planner
Kam Teik Guan
Licensed Financial Planner · Registered with the Securities Commission Malaysia
“I can manage my clients’ portfolio with more confidence — and I wish THALEON was available years ago when I started out.
ResearchPortfolio AnalysisVIA Assistant
Advisor feedback
Reducing information overload and speeding up portfolio review work.

Information overload is real for advisors.

With so many funds, market updates, client portfolios, and research materials to go through, doing a proper portfolio review can easily take hours — especially when advisors are already managing a busy schedule.

That is exactly why we built THALEON. Kam shared that THALEON helps him conduct accurate research in seconds, while VIA acts as a personal assistant he can rely on to brainstorm and support his advisory work.

He also highlighted one of the most practical benefits of Thaleon: being able to generate an investment portfolio analysis even from a screenshot — without relying on old Excel sheets that take hours to complete.

For advisors who want to take their portfolio review process to the next level, THALEON is built to help them work faster, think clearer, and serve clients better.

Financial Advisor
Ng Jo Lin, Financial Advisor
Ng Jo Lin
Financial Advisor
“I love that THALEON has all the funds and we can easily compare them to build a more customised portfolio for clients.
Fund LibraryProduct ComparisonCustom Portfolios
Advisor feedback
Helping advisors compare choices and build customised portfolios more efficiently.

A big thank you to Ng Jo Lin, Financial Advisor, for sharing her experience with THALEON.

One of the biggest challenges advisors face today is not the lack of products — it is the overwhelming number of choices.

As Jo Lin shared, advisors often end up recommending the few financial products they are most familiar with, simply because it is impossible to remember everything across such an extensive product universe.

With THALEON, advisors can access a broad fund and product library, compare options more efficiently, and use AI-assisted analysis to identify suitable products based on each client’s needs.

For advisors who want a more cost-effective and time-effective approach to investment planning — this is exactly what THALEON is built for.

Unit Trust Consultant
Hui Hui, Unit Trust Consultant
Hui Hui
Unit Trust Consultant, CFP
“THALEON helps me to get clear clients’ portfolio summaries and suggestions more efficiently.
Product ComparisonVIA AssistantResearch
Advisor feedback
Simplifying fund research and portfolio analysis.

One of the common challenges advisors face is the time needed to research and compare funds across different fund houses — especially when reviewing client portfolios that include products from multiple sources.

As Hui Hui shared, before using THALEON, she spent a lot of time researching funds manually in order to analyse her investors’ portfolios properly.

With THALEON, she is now able to save time by getting clear portfolio summaries and useful suggestions more efficiently.

She also highlighted VIA Chat and PDF report generation as two of the most useful features, helping her analyse portfolios and funds with greater ease.

Most importantly, by reducing the time spent on manual research, THALEON allows advisors to focus more on what truly matters — building stronger relationships with their clients.

Thank you again, Hui Hui, for your kind words and support.

Choose the intelligence layer your practice needs

Switch plans at any time · Yearly saves 2 months · Prices exclude 8% SST

Explore

Try the essentials

Get familiar with Thaleon before you commit.

MYR 0
Free to explore
10 AI Credits / month

No Top-Up · upgrade when credits run out

Core Access
1 lifetime client · 1 portfolio
Up to 10 Fund Library views
Card verification only, no charge
1 Portfolio X-Ray

No card lock-in · upgrade to Go or Pro anytime

Start Free
Go

For everyday advisory work

The complete core investment platform for financial advisors — research, portfolios and VIA.

MYR 99 / month
MYR 990 / year
50 AI Credits / month

Top-Up available · resets monthly, no rollover

Core Access
Fund Library, comparison & advisor-ready research
Client onboarding, portfolios & Portfolio X-Ray
Goal planning & model portfolios
Choose Go
RecommendedPro

Unlock the full AI experience

Everything in Go, plus Thaleon Copilot and AI-powered workflows.

First month MYR 49
MYR 249
MYR 2,490 / year
500 AI Credits / month

Top-Up available · resets monthly, no rollover

Core Access
Everything in Go
Natural-language Investment Journeys
Scheduled tasks, Email & WhatsApp integration
Copilot Marketplace

Then MYR 249/month · new users only

Billed yearly · 2 months free

Start Pro for MYR 49Start Pro
Compare all featuresHide feature comparisonSee every capability across Explore, Go & Pro
Explore, Go and Pro feature comparison
FeaturesExploreMYR 0GoMYR 99 / monthMYR 990 / yearProMYR 249 / monthMYR 2,490 / year
Research
Fund Library (Malaysia)Up to 10 views✓✓
Fund comparison & standard analytics—✓✓
Fund analysis PDF export—✓✓
Approved Product Shelf / investment universe—✓✓
Clients & Portfolios
Client onboarding & profile management1 lifetime client✓✓
Portfolio creation, transactions & management1 lifetime portfolio✓✓
Portfolio X-Ray & standard analytics1 analysis✓✓
Standard reports & portfolio records—✓✓
Planning
Goal planning & planning calculations—✓✓
Model portfolio creation & use—✓✓
VIA & AI Credits
VIA — AI investment reasoning✓✓✓
AI Credits included every month1050500
Credit top-up—✓✓
THALEON Copilot
Natural-language Investment Journey creation & simulation——✓
Scheduled tasks & recurring AI actions——✓
Email & WhatsApp integration——✓
Advanced workflows & installable skills——✓
MCP-connected workflows——✓
Copilot Marketplace——✓
AI document, proposal & PowerPoint creation——✓
Priority access to new Copilot capabilities——✓

AI Credits are shared by VIA and THALEON Copilot, issued monthly per plan, and reset each month with no rollover.

Secure & confidential
Your data is always protected
Upgrade anytime
Switch plans in seconds
Start free with Explore
No charge until you upgrade
Support from our team
We’re here to help

Frequently Asked Questions

Explore — what do I get on the free plan?

Explore is free with no time limit. You get 10 AI Credits every month, 1 lifetime client and 1 lifetime portfolio, up to 10 Fund Library views and 1 Portfolio X-Ray. When you reach a limit, upgrade to Go or Pro to continue — your existing Explore data stays visible.

Can I cancel anytime?

Yes — there's no lock-in contract. You can cancel from your account settings at any time and retain access until the end of your current billing period.

Payment — will I be charged on Explore?

No. A payment card is required for account verification and abuse prevention only. You won't be charged unless you explicitly choose Go or Pro. Paid plans are billed monthly or yearly to the card on file; prices exclude 8% SST.

AI Credits — how do they work?

VIA and THALEON Copilot share one AI Credit wallet. Each plan receives its credits every month — Explore 10, Go 50, Pro 500 — and they reset monthly with no rollover. Go and Pro users can buy top-ups if they run out.

Who gets the MYR 49 first month on Pro?

The MYR 49 first-month price is for newly registered users on their first Pro monthly subscription. From the second month, Pro is MYR 249/month. Existing and returning subscribers are not eligible.

How often is data updated?

Fund and market data refreshes daily, so research, comparisons, and portfolio analysis reflect the latest available figures.

Where does the data come from?

Fund and market data is sourced from Morningstar, covering 3000+ funds across 163 institutions.

Do I need training?

THALEON includes in-app operation guide videos, and VIA can guide you through each workflow conversationally, helping you complete tasks step by step inside the system.

Is Morningstar data included?

Yes. Morningstar-powered fund data is included across available plans, with deeper research and comparison tools on Go and Pro.

Security — how is my data protected?

THALEON applies layered security controls: encryption in transit and at rest, isolated workspaces per firm, role-based access controls, least-privilege internal access, and audit logging — aligned with industry security and compliance practices for financial software.

AI — which models power VIA, and who hosts them?

VIA runs on enterprise-grade large language models from leading AI providers, accessed through secured enterprise APIs — not consumer chat services. The models are operated by those providers rather than hosted by THALEON, and every request is processed under enterprise data-protection terms designed so your data is used only to generate your response.

AI — is my data used to train AI models?

No. Data you enter or upload is used solely to deliver the analysis you request inside your workspace. THALEON does not train models on your data, and our enterprise agreements with AI providers exclude the use of your data for model training.

Data — how are uploaded documents handled? Can I delete them?

Uploaded documents are stored encrypted in your workspace. When you run AI-assisted analysis, only the relevant extracted content is passed to the model to generate your result — under the same no-training terms. You can delete a document at any time, which also removes the analysis data derived from it from our active systems.

Data — where is my data hosted, and does it leave the region?

THALEON is hosted on Amazon Web Services (AWS) infrastructure in the Southeast Asia region, and personal data is handled in line with Malaysia's Personal Data Protection Act (PDPA). Where a vetted sub-service (such as an AI provider) processes data outside your operating region, it does so only to deliver the feature you request and under contractual safeguards. A current list of sub-processors is available on request.

Refund — what is your refund policy?

Subscription fees are generally non-refundable. If you experience duplicate charges, unresolved technical issues, or other circumstances required by applicable law, please contact the THALEON Support Team. We will review your request and assist you accordingly.

Ready to Modernize Your Advisory Practice?

Join advisors using Thaleon to research faster, deliver compliant recommendations, and serve clients with confidence.

Start Free with Explore
No Automatic Charges
Cancel Anytime
Setup in Minutes