EAFs

Stand-alone tool

Brokvisor is ideal for EAFs, providing an independent tool trained with Machine Learning. Our platform analyzes all national and international funds marketable in Spain. We help to choose funds, create, track and rebalance or change portfolios with a previously unheard of agility.

Try it now

Automated backtesting

Brokvisor helps you test your strategies and validate them, being a tool that allows you to
improve your current processes. We can also help you validate them with automated backtests.

Try it now

Intuitive platform

Our tool is compatible with other tools already available to EAFs and does not require
integration costs. It offers an intuitive platform to search for the best investment alternatives
and automates the creation of your customized portfolios.

Try it now

Differentiation

Independence and autonomy

Our platform will help EAFs to maintain independence and autonomy, in order to differentiate you with your own commercial vision, independent from other large entities. Brokvisor helps you demonstrate your independence to the authorities. Using various selection criteria, our tool provides you with market information to make the best and autonomous decision.

Simple

Simplify your daily life

Brokvisor will not add tasks to your day to day life. We do not take care of executing orders. Our tool uses the most advanced technology to process millions of pieces of data available in the market and facilitate fund selection and portfolio management. We will not introduce bureaucratic procedures or increase the need to report to the regulator. Brokvisor is a tool that saves you time and improves your results.

We rely on AI for your investment recommendations.

Brokvisor collects data from various sources and, using Artificial Intelligence (AI), processes and
analyzes this information to make it accessible. Our platform goes further, generating conclusions that are not obvious to the naked eye, as it assimilates and processes an amount of data that would be overwhelming for a human being. This allows us to offer you recommendations thanks to our machine learning.

Try it now

Advanced technology

We combine the traditional criteria of the financial sector with artificial intelligence and machine learning to generate an automated service, characterized by its dynamism with a simple, agile and highly customizable use.

Tested model

Brokvisor has processed millions of data and evaluated its model since 2020. We have
performed thousands of back tests confirming that our automated portfolios, with rebalancing,
generate value in our recommendations.

Updated information

Brokvisor is able to generate dynamic and updated focus lists. We move away from the traditional focus list, so that our technology is the one that suggests which fund profile is best at any given moment. You will also be able to generate complete and customized reports, in orde to offer a competitive advantage over large institutions.

Investment ideas

Brokvisor will generate investment ideas detected by our technological models, as well as recommendations on when and how to update your portfolio. You will also be able to generate complete and customized reports, in order to offer a competitive advantage over large entities.

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.”