Upload client portfolios, generate AI-powered meeting briefs, and manage insights all in one place. Save hours on portfolio analysis and client preparation.
Streamline your workflow with powerful AI tools and intuitive portfolio management
Upload CSV files and automatically parse client holdings with real-time market data enrichment
Get instant insights on allocation, sectors, and performance with advanced analytics
Generate professional meeting briefs in seconds with AI-powered insights
Organize clients, notes, and meeting history in one centralized platform
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