Assetly AI

The proposed solution addresses the challenges in the financial industry, targeting Private Equity, Venture Capital, Capital Markets, Financial Advisors, and Independent Investors. Recognizing the lack of user-friendly tools for advisors to create customized portfolios efficiently, LLM introduces a portfolio management application. This innovative solution automates the arduous task of analyzing multiple annual/quarterly reports simultaneously. By leveraging advanced technology, the application streamlines portfolio customization based on risk and return evaluations. This not only simplifies the process for financial advisors but also enables them to efficiently manage a larger client base, overcoming the limitations of complex excel sheets and outdated CRMs.