Transform data into strategic insights

Empower your advisory services with context-driven portfolio analytics.

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Why choose Insightfolio?

Deliver more value and increase client loyalty

1

Save time and money

Automate the labor-intensive process of portfolio analysis, reducing operational costs and freeing up resources.

2

Expand your client base

With automated analysis, you can effectively serve more clients without compromising the quality of your advice.

3

Differentiate your services

Stand out in a crowded market by offering clients deeper, more meaningful insights into their investments.

4

Increase client retention

Keep your clients informed and confident, reducing churn and fostering long-term relationships.

See what Insightfolio can do

Experience the power of our portfolio analysis tool firsthand. Whether you're interested in trying it yourself or exploring our example reports, Insightfolio provides the insights investors need to make informed investment decisions. Discover how our service can transform your advisory process and help you deliver more value to your clients.

Try it now

View example reports for popular portfolios

70/30 Portfolio: Global Growth and Emerging Markets

Ray Dalio's All Weather Portfolio: Stability Across Market Cycles

1-ETF Portfolio: Vanguard FTSE All-World Simplicity

Dividend-Focused Portfolio: High-Yield ETF Selection

"There’s definitely demand for something like Insightfolio, based on what we’re hearing from our clients."

Quote from a top 5 asset manager by AUM

Simplify portfolio analysis and decision-making

Equip your advisors with powerful tools

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Automated portfolio analysis

Efficiently analyze your clients’ portfolios with minimal manual input, freeing up time for more strategic tasks.

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Contextual insights

Turn raw data into meaningful interpretations that help your clients understand their investments better.

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Scalable solutions

Whether you manage 10 clients or 100,000, our API scales with your needs, ensuring consistent service quality.

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Secure and compliant

Our platform meets the highest standards of security and compliance, ensuring your clients’ data is always protected.

Address key challenges in client portfolio management

Unlock strategic insights for better client results

In today’s fast-paced financial markets, manually analyzing client portfolios is not only time-consuming but also resource-intensive. Advisors can only effectively manage a limited number of clients, leaving many underserved. Without automated, context-driven insights, interpreting vast amounts of financial data can overwhelm even the most seasoned professionals.

  • Reduce costs: Save time and resources with automated portfolio analysis.
  • Serve more clients: Scale your advisory services without sacrificing quality.
  • Enhance decision-making: Provide clients with clear, actionable insights.
  • Stay ahead of competitors: Differentiate your offerings with advanced analytics.
  • Increase client engagement: Make clients more informed and confident about their investments.

Stand out from the competition by delivering more value to your clients with our API-based portfolio analysis service.

Elevate your advisory services!

Start delivering more value to your clients with Insightfolio's API.

Book a demo

Frequently asked questions

Insightfolio’s API-based service allows financial institutions like asset managers, brokers, banks, and financial advisors to automate the analysis of their clients' portfolios. By integrating our API, you can provide detailed, context-driven insights to your clients, helping them make informed investment decisions.

Our API is designed for seamless integration with your existing systems. Once integrated, you can upload your clients' portfolio data, and our API will process and analyze it to deliver actionable insights. The integration process is straightforward, with comprehensive documentation and support to guide you.

Our API supports a wide range of data types, including equities, bonds, ETFs, mutual funds, and other asset classes. It also accommodates custom risk profiles, benchmark comparisons, and real-time data feeds, providing a comprehensive analysis of diverse portfolios.

Data security is our top priority. Our API is built with industry-standard encryption and complies with global data protection regulations. We ensure that all client data is processed securely and remains confidential throughout the analysis.

Yes, our API is highly customizable. You can tailor risk assessments, benchmarks, and reporting formats to match your firm's specific needs and client profiles. This flexibility allows you to offer personalized services that align with your business objectives.

Insightfolio’s API provides advanced portfolio analytics that can significantly enhance the value of your advisory services. By offering detailed, context-driven insights that your competitors may not provide, you can differentiate your firm, attract more clients, and increase client retention.

Absolutely. We offer full support during the integration process, including access to our detailed API documentation, a dedicated support team, and personalized assistance if needed. We’re here to ensure a smooth and successful integration.

The cost of using our API-based service depends on the volume of data processed and the level of customization required. For specific pricing details, please contact our sales team, and we’ll provide a tailored quote based on your needs.

Once you’ve signed up and completed the integration process, you can start using the API immediately. The time to full integration varies depending on your current systems, but our team is here to help you get up and running as quickly as possible.

Yes, we encourage potential clients to request a demo to see how our API-based portfolio analysis works in practice. Contact us to schedule a personalized demonstration and explore how Insightfolio can benefit your business.

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.