AI at the service of portfolio financial analysis.

Brokvisor is the comprehensive platform for financial advisors. It offers customized solutions that go far beyond a fund selector.

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Brokvisor is the comprehensive platform for financial advice. It offers customized solutions that go far beyond a fund selector.

Our goal is to help you select the best investment funds and assign them an asset allocation,
follow them up with rebalancing alerts and make a historical analysis of your portfolios, as well
as aggregating them.

Our tool is able to process a large amount of data, to be able to interpret the market and
generate valuable investment ideas and propose if necessary a “rebalancing” of portfolios.

INTEGRATED PLATFORM

Discover, track and get investment ideas

Brokvisor is a platform that allows you to discover, track and get investment ideas. Brokvisor is much more than a fund finder: it simplifies your life with customized solutions.

Brokvisor optimizes portfolio management and analysis, taking them to the next level. Brokvisor is the first Artificial Intelligence (AI) tool for financial advisors.

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Agents

Brokvisor is an AI tool that solves the problems of today’s financial traders. Our AI selects investment funds, allows you to analyze them, create customized portfolios, track portfolios, aggregate them, reconstruct their historical returns correctly and countless other possibilities.

EAFs

Our platform is ideal for EAFs, as it is a tool that ensures their independence and autonomy. Brokvisor’s Artificial Intelligence tool not only preserves independence, but also allows you to
give your own commercial vision, thanks to the ease of creating customized portfolios, which you can follow, analyze and add to whenever you want.

Individuals

Brokvisor makes AI available to individuals. You will be able to find the selection of funds that our tool makes for you. You will also be able to compare and analyze them in depth, so that you can then review and implement them independently.

Technology

We combine traditional criteria with advanced technology.

Portfolios in one click

Brokvisor uses AI to generate customized portfolios according to your investment profile, based on a selection of funds with Machine Learning. With a few simple steps, you can create, upload and track your portfolios, and even aggregate them for comparison and analysis.

Focus list

Unlike “classic” Focus lists, our platform generates a dynamic Focus list that is updated daily according to market conditions. Our algorithms select the best investment strategies in each market environment.

Investment ideas

We generate investment ideas, including general investment concepts, according to market conditions, such as choice of currencies, geographies and relevant sectors, thanks to the analysis of thousands of pieces of data made by our Machine Learning.

Asset Allocation

Backed by AI, our platform performs a comparative analysis of your portfolio and has the necessary information to recommend rebalancing, including showing you new funds, in response to market movements.

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Juan R.

“Thanks to Brokvisor I can find the best strategies for my mutual fund portfolios sooner and I am
one step ahead in my management. “

Carlos R.

“I think it’s a great idea to be able to do my work with this technological support. I feel better
supported with my clients. I can adapt my portfolios earlier to market changes and it helps me
greatly to validate investment ideas before implementing them.”

Bárbara F.

“What I like most is that I can give a sense of satisfaction to my most demanding clients. I can
reconstruct historical returns of their portfolios for them.”

Paula F.

“It has generated new investment ideas for me and I have found mutual funds that I had never
looked at before that are now a structural part of my portfolios.”

Nicolás D.

“I love being able to create a portfolio by just choosing what type of assets I want inside. It has
saved me a lot of time in contrast to how I was working before.”