Brokvisor

Web: https://brokvisor.com

Founding Year: 2021

Industries: fintech

Technologies: artificial intelligence, machine learning

Business Model: saas

Income Stream: commission

Business Focus: B2B

Short Description (in English): Brokvisor offers AI-driven financial advising platform for personalized portfolio management.

Overview (in English): Brokvisor is the all-in-one financial advisory platform that offers fully customizable solutions for ESIs. Accessible from the portal, create personalized portals or integrate with Excel, Python, or API. Build customized portfolios, receive alerts, analyze historical data with AI, and improve productivity with financial AI chat solutions. Automate portfolio creation, follow-up, and analysis to enhance efficiency and provide access to all financial advisors, agents, and ESIs.