Walliance introduces WAi, the AI that is set to become a cornerstone for the future of real estate investing.
With WAi, artificial intelligence becomes a real partner for investors: it provides instant support, clarifies project details, makes financial data easier to understand, and paves the way for a new era of financial education (EduFin).
Why Is AI Central to the Investment Experience?
Investing — especially in alternative instruments like those offered on Walliance— often means dealing with large amounts of data, complex business plans, financial statements, and legal documents.
In the past, interpreting and mastering this information required considerable time, specialized skills, and often the help of professionals.
With the integration of AI, this scenario changes dramatically.
Artificial intelligence doesn’t replace the investor — it supports them. It offers personalized explanations, guides them through the details, and lets them ask questions in real time, almost like talking to an expert who’s always available.
FIN: The New Intelligent Customer Support
One of the first tangible results of WAi is FIN, Walliance’s virtual agent for customer support.
FIN is more than just a chatbot—it’s a true intelligent assistant, available 24/7 and able to answer both practical and complex questions: from opening a digital wallet to managing documentation, and even addressing key tax-related matters. Its responses are fast, accurate, and always contextualized.
With FIN, investors no longer have to endure long wait times or rely on email to get basic clarifications. Support is immediate, accessible, and fully aligned with the platform’s processes.
For now, FIN doesn’t handle highly technical issues, but it delivers first-level qualified assistance, offering information and guidance to help investors navigate the Walliance ecosystem with confidence.
Project Sheets Enhanced with Artificial Intelligence
But the heart of the innovation lies in the project sheets.
In the past, every investor had to read, interpret, and often decipher complex documents to fully understand an investment opportunity. Today, thanks to WAi, project sheets become interactive tools:
You can ask questions directly to the AI and get clear, personalized answers
You can request explanations of technical terms or financial passages that may not be immediately clear
You can dive deeper into aspects like expected revenues, projected costs, or timelines without having to look elsewhere
In this way, WAi becomes a guide for investors, an essential tool that makes evaluating opportunities simpler and more transparent.
For Walliance, financial education isn’t an add-on; it’s a mission.
Investing without understanding means exposing yourself to greater risks. Instead, we want to give investors the tools to truly understand what they’re doing.
Thanks to AI, every project sheet also becomes a learning opportunity:
You can ask for the meaning of concepts like “IRR” or “ROI”
You can request clarifications on how a bond or a capital increase works
You can explore risk scenarios or compare different metrics in real time
WAi is therefore not only an informational support, but also an accelerator of financial literacy.
The Future: From Pre-Investment to Project Monitoring
Today, WAi is mainly focused on the pre-investment phase, helping investors understand projects and ensuring information is clear. But the future is already mapped out:
Tomorrow, AI will also become an integral part of project monitoring, delivering intelligent updates on the progress of the projects you’ve invested in
It will be able to generate concise reports, highlight potential risks, and flag delays against the business plan
Looking ahead, WAi will personalize these insights for each investor, surfacing only the information that truly matters
Back in 2024, when we talked about AI, it was with a forward-looking, almost visionary mindset. Today, with WAi, that transformation is real, and it’s already improving the investor experience. Artificial intelligence is no longer a distant horizon: it’s a reality that’s changing how we gather information, make decisions, and monitor our investments.
With WAi, Walliance strengthens its mission: making alternative investing more accessible, more informed, and more transparent.