Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors in constructing, analyzing, rebalancing, and managing investment portfolios; generating model investment portfolios using artificial intelligence; screening and analyzing securities and investment data; importing and managing client account data; and generating trade orders and portfolio analytics reports, all with compliance logging and advisor supervision features.

'account':44 'advisor':17,59 'ai':12 'analyt':52 'analyz':20,35 'artifici':10,31 'client':43 'complianc':56 'construct':19 'data':39,45 'featur':7,61 'financi':16 'generat':26,47 'import':40 'intellig':11,32 'invest':24,28,38 'log':57 'manag':23,42 'model':27 'order':49 'portfolio':25,29,51 'rebalanc':21 'report':53 'saa':5 'screen':33 'secur':36 'servic':4,6 'softwar':1,8 'supervis':60 'trade':48 'use':9,14,30

BLOXFOLIO

Owner

Goods & Services