Increased use of mobile technology allows the client to monitor their investment account from their online interfaces. AI and big data analytics enable highly personalized wealth management. Today, advisors have the ability to analyse massive datasets of client information to design unique financial plans that fit very specific spending patterns, investments, and life objectives. AI-driven insights will thus help advisors provide timely recommendations that are better informed by raising client satisfaction and success. The digital wave has greatly transformed the dimension of wealth management through products like robo-advisors. These platforms make the cost-effective, algorithm-based automated portfolio management along with advice accessible to anybody based on income and social class for rich investing strategies.