AGENTS

Stand-alone tool

Brokvisor is the ideal independent tool for financial agents as it helps you generate investment
ideas, analyzing market movements with artificial intelligence.

Try it now

Machine Learning

With machine learning, our platform fosters independence and autonomy, allowing you to stand
out with your own commercial vision and avoiding model portfolios for all clients.

Try it now

Create portfolios in one click

Our simple portfolio creation and “rebalancing” process allows you to have a portfolio in just one click by combining traditional criteria and the innovative methodologies provided by our technology.

Try it now

Try it

Contact us and you will see how our platform generates investment ideas and portfolio change
recommendations to enable you to improve your efficiency and portfolio performance.

Try it now

Competitive

Subscription Form

In Brokvisor we have a subscription model. For a very affordable cost you will have access to all the different functionalities that our tool has. Brokvisor is a very competitive tool, which adds a lot of value to financial agents, as it allows them to rely on AI for their investment recommendations to their clients.

Value Added

Our solution

Brokvisor facilitates the search for the best funds in an intuitive way, optimizing their positioning according to the market context. Our tools facilitate the creation of portfolios, as well as the management and analysis of their components quickly and easily. We analyze all the movements of the market to put in your hands the decision making process in an efficient way.

Brokvisor is a standalone tool ideal for Financial Agents

Portfolios in one click

Brokvisor has the ability to generate portfolios that fit your investment policy. You will be able to create your own portfolio or customize it according to your criteria. We also offer the option of automatic generation through Machine Learning for those looking for fresh ideas. You will be able to upload your portfolio for monitoring, decision making, even rebalancing recommendations if recommended.

Portfolio aggregator

Brokvisor allows you not only to create your portfolio in one click, but you can also import your own portfolio, so you can keep track of it at a high accuracy. In Brokvisor you can add as many
portfolios as you need, so you can compare them. Our tool also allows you to add portfolios with their corresponding risk and return metrics.

Advanced filters

Our tool has very advanced filters that allow you to narrow down your selection criteria very well. Brokvisor allows you to search by composition of the funds and by the companies they have, and thus reach segmentations that you could not imagine until now.

Focus list

Unlike the ‘classic’ Focus List, our platform generates a dynamic Focus List that is updated daily according to market conditions. These Focus Lists are created thanks to our advanced technology and the validation of Machine Learning models.

try it now

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.”