Binding seamless Technology with Finance
Creating new reports takes time, money, and a lot of to-and-fro coordination
Advisors struggle to automate the process of customizing, packaging and distributing the reports to HNWIs
Our platform leveraged by AI & ML technologies automates portfolio reports’ formation and delivery. It creates custom eye-catching reports videos from scratch, providing a supreme & simplified client experience.
Create, save, and distribute a portfolio video summary with engaging visuals
View detailed documentation of a sequence of activities
Schedule date and time to auto-import data for generating videos
Create tailored videos that align with your business requirements
Increase client engagement by suggesting what to watch next.
Give all your tools the look-and-feel of your company's themes and logos
Listen to your video statement in HQ voices powered by ML functionality
Protect sensitive information by password-protecting the data
Pre-defined & customizable repository of video templates
Ability to add dynamic data & graphs inside videos at runtime
AI/ML based engine
Auto voice integration