Portfolio Management
Made Easy

Spending hours extracting data from statements is a thing of the past.

Rated 5 Stars in Fintech

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Why you choose us

Save 5h+ weekly of manual data extraction and query your data with the help of context aware AI. Generate presentations, summaries and more.

Save Time

Save 5h+ weekly of manual data extraction.

Generate Presentations

Generate presentations, summaries and more with the help of context aware AI.

Customizable

Continue to customize your models with your excel integration.

Query Data

Query your data with context aware AI.

What People Say

testimonial

This is the ultimate portfolio management tool for any family office.

Lina Chen

Multi Family Office Manager

Any Question in Mind?

If you still have questions, don't worry. Just contact us with your queries.

Contact Us
How can i give a feedback?

You can provide feedback by filling out our Form

Do you have any integrations with Excel?

Certainly, we have integrations with Excel. You can continue to customize your models with our excel integration.

Do I need a any custom code for this?

No custom code is required to run this application or any of its features.

Are there any updates in the future?

Yes, Our team constantly improves the product based on user feedback and industry trends.

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