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Brokvisor

作者 Brokvisor

Brokvisor facilitates financial advisory entities in integrating AI/ML to improve results

Brokvisor is an advanced technology platform using generative AI to assist financial professionals in optimizing their portfolios. The platform's main features include:

  • Generation of complex ratios and their evolution over time for deeper analysis.

  • Instant ranking of assets by categories, weighting short, medium, and long-term ratios.

  • Personalized investment ideas tailored to each user's specific situation.

  • Automated portfolio tracking with alerts to ensure alignment with investment goals.

  • Detailed portfolio analysis, providing performance tables, asset composition, and personalized reports by combining real portfolio data with market insights generated by AI.

Ideal for financial advisors and firms looking to enhance their analysis and decision-making processes with cutting-edge technology.

應用程式功能

使用此應用程式時，
  • 可以讀取及變更您的文件
  • 可以在網際網路上傳送資料

概覽

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