TECHNOLOGY

AI at the service of financial advisors

Brokvisor is the first platform to put Artificial Intelligence (AI) at the service of financial advisors.

From 2020

Our algorithm has been learning and analyzing the behavior of funds since 2020, with millions
of pieces of market data, in order to generate investment ideas based on Machine Learning.

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Easy to use

We have done millions of back tests and continue to do so to ensure that the algorithms learn.
With the current portal we provide access to these capabilities from an attractive and very easy
to use interface.

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Back test to validate strategies

We also provide our clients with these back testing possibilities so that they can validate their
own strategies if they wish.

Our API

In addition, it has an API that allows access to the main functions from any application in order
to integrate it into its own portal with ease.

Pioneers

Brokvisor is the pioneer in the implementation of advanced technologies such as artificial
intelligence and machine learning in the field of financial advisory. Our platform will do the right
fund search for you so that you can improve, enhance and optimize the returns of your
portfolio.

Proven technology

The technology and AI models developed by Brokvisor are supported by prestigious institutions such as the Universidad Autónoma de Madrid (UAM) and the Centro para el Desarrollo Tecnológico Industrial (CDTI), as well as NEOTEC, for our continuous Research and Development (R&D) activity.

Tested models

Brokvisor has been developing and testing algorithmic models since 2020, which thanks to
Machine Learning, allows us to quickly provide recommendations for investment funds and
asset allocation of all funds marketed in Spain.

Improved decision making

Machine Learning models have demonstrated abilities to identify patterns and trends in
financial markets, which can lead to more profitable investment decisions. Brokvisor uses this tool to assist in better decision making.

Unique tool

AI at the service of financial advisors

Our tool combines traditional models of search, selection and monitoring of portfolio
management and our advanced technology, in order to generate an automated, agile, dynamic
and highly customizable service that helps you make the best investment decision.

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Focus List:

Unlike “classic” Focus lists, our platform generates a dynamic Focus list updated
according to market conditions. This Focus list is created based on advanced quantitative
models and enhanced with machine learning.

Create portfolios:

In a very intuitive way, our platform allows you to create your portfolio with
a few clicks. There is also the option to import your portfolio.

Compare portfolios:

Our platform allows you to compare with updated information the portfolios created or imported in a very visual way.

Follow portfolios:

Our platform allows you to monitor your portfolio on an up to the minute basis. Our tool is able to make recommendations on the composition of portfolios if deemed appropriate.

Focus List

Create portfolios

In a very intuitive way, our platform allows you to create your portfolio with a few clicks. There is also the option to import your portfolio.

Compare portfolios

Our platform allows you to compare with updated information the portfolios created or imported in a very visual way.

Follow portfolios

Our platform allows you to monitor your portfolio on an up to the minute basis. Our tool is able to make recommendations on the composition of portfolios if deemed appropriate.

Simplicity

Our platform is very easy to use

Our platform is very easy to use and for an affordable cost any professional can find the fund they need and that best suits their investment strategy.