Wealth management is undergoing a profound transformation. More informed investors, new macroeconomic scenarios, and increasingly stringent regulations are reshaping a market that increasingly demands rapid decision-making, personalization, and the ability to anticipate trends.
In recent years, wealth management has evolved into a complex ecosystem that extends beyond financial allocation: retirement planning, estate planning, real estate, lifestyle goals, and multigenerational wealth management have become integral parts of the advisory scope.
The rise of Artificial Intelligence in the financial sector is no longer an option but a tangible and measurable phenomenon. In fact, the latest data from Assogestioni shows that the Italian asset management market continues to expand: as of December 2025, total assets under management reached approximately €2.628 trillion, reflecting a solid and growing sector.
In this favorable context, the adoption of advanced technologies such as Artificial Intelligence becomes a strategic lever to enhance efficiency, improve analytical quality, and strengthen the competitive position of market participants.
According to Assogestioni’s white paper “AI in Asset Management: From Vision to Action”, AI is considered a key driver of the sector’s digital transformation, with many organizations listing it among their medium-term priorities and projecting investments of between €60 and €70 million by 2027.
Looking at the international context, the global artificial intelligence market is expected to grow significantly in the coming years, surpassing $500 billion by 2027, thereby confirming the scope and speed of the technological transformation sweeping across all economic sectors, including asset management.
This growth reflects a paradigm shift. Advisors and practitioners expect tools that can:
Faced with these demands, banks, asset management firms, family offices, and independent advisors are seeking more powerful, modular solutions capable of supporting professionals in their day-to-day operations and decision-making.
It is against this backdrop that we present Unica Wealth Solutions®, a platform designed for the future of wealth management. It is built on Deda Group’s thirty years of experience in financial risk and asset management and is capable of integrating the potential of AI into wealth and financial management.
Unica launches an AI-driven advisory model based on:
A modular and innovative architecture that enables the flexible activation of specific components and their integration with existing systems. Unica supports operators in the evaluation, selection, and presentation of solutions to clients, enhancing control and improving the quality of decision-making.
Unica serves traditional industry segments—Private, HNWI, Affluent, and Retail—while also extending to new segments such as independent advisors, asset managers, and family offices. All users benefit from the same analytical capabilities, which are flexible and adaptable to different business strategies.
The platform enables advisors to expand their services to cover the most in-demand areas of wealth management:
The result is a holistic approach that strengthens the client–advisor relationship and reflects the market’s new digital-first expectations.
Thanks to its technological architecture, Unica enables users to:
The platform is part of the Deda Group’s broader strategy, which has invested over €50 million in AI in recent months and aims to reach 200 professionals specialized in the sector.
With Unica Wealth Solutions®, Deda AI offers a new way of approaching financial advisory: smarter, more integrated, and capable of enhancing the advisor’s role. It is a platform designed to tackle complexity, grow with the market, and provide investors and families with services that meet the challenges of the coming years.
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