The Portfolio Assistant streamlines your investment proposal process by leveraging AI to extract brokerage statements, analyze portfolios, and create customized reports in minutes.
Saved per week on analysis/reporting tasks
Client Assets run through
the platform
Increase in Client
Conversions
Risk Tolerance and
Values Assessments
First-Upload
Statement Extraction
Streamline portfolio analytics and proposal generation.
Extract information, build a
Dossier, autofill PDF forms.
Automatically prepare, record, and summarize client meetings.
Extract data from any PDF statement with 95% first-try accuracy. Say goodbye to hours of manual entry and hello to more time for strategic thinking.
Find the best-fit model portfolio for your clients in seconds. Align with their risk tolerance, values, and financial goals effortlessly.
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Get a 360-degree view of portfolios across key metrics including risk, fees, returns, and values alignment. Make data-driven decisions with confidence.
Our "Chat-with-Portfolio" feature provides instant insights and tailored talking points. It's like having a skilled analyst at your fingertips 24/7.
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Create professional, branded presentations with just a few clicks. Customizable templates built in Power-Point mean you're always on-brand and compliance-ready.
At YourStake, we recognized the transformative potential of AI across Financial Services. To harness this potential effectively, we turned to our most valuable resource: our clients. We asked them this:
"What tasks do you wish you didn't have to do, and where in your workflow could AI make you the best Advisor possible?"
Their answers formed the foundation of Portfolio Assistant within AdvisorCore – a comprehensive, AI-powered platform designed to address the real-world challenges faced by financial advisors every day. Built from a team with deep expertise in data-science and industry leading Advisor technology since 2019, our platform streamlines your workflow, enhances client service, and drives practice growth.
From streamlining prospect onboarding to enhancing portfolio analysis and automating proposal generation, this portfolio analysis assistant frees you to focus on what truly matters – building client relationships and growing your practice. Our intuitive platform harnesses the power of AI to handle the complex, time-consuming tasks, allowing you to dedicate more time to providing personalized, high-value service to your clients.
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