AI Portfolio Monitoring for Financial Markets
Data should drive every decision, yet many investment firms still rely on spreadsheets, manual workflows, and outdated systems that bury insight and increase operational costs.
Modern investors demand more – that’s why we built PortF.
CREATE COMPETITIVE ADVANTAGE
Boost Productivity By Freeing Up Key Resources
Too much talent is wasted on spreadsheets and manual data work. PortF automates up to 90% of routine tasks, freeing your team to focus on performance, risk, and strategic insights.
SINGLE SOURCE OF TRUTH
Seamless System Integration to Break Down Data Siloes
Built to work with your existing infrastructure, PortF connects effortlessly to your existing tools and trusted data sources.
FUTUREPROOF AND FLEXIBLE
Customisable, AI-Driven Workflows That Adapt to How You Work
With powerful, agentic AI-driven workflows, you can personalise task panels, automate alerts, and ensure every stakeholder is focused on the right action at the right time.
Seamless Integration from Trusted Data Sources in Days, not Months
Microsoft OneDrive, MS SharePoint, MS Single Sign-On (SSO), Salesforce, FIS Global, Excel, Xero, QuickBooks, Sage, NetSuite, and 19 more accounting software
