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Empower Your Users with AI

For Brokers & PMS

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Deliver unparalleled insights to users, encompassing everything from in-depth analytics to precise risk and return forecasts, and optimal portfolio management.

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How to Stand Out from the Crowd?

Brokers and Portfolio Management Software (PMS) systems worldwide are grappling with increased competition, leading to reduced fees and tighter margins. A key issue is that many traders, both retail and professional, often lose money, with evidence suggesting less frequent rebalancing might be more beneficial. However, brokerage and PMS providers benefit from more frequent trading by profitable customers. Clients now seek exceptional service, competitive pricing, and insights that can enhance their trading performance.

 

Integrate the Next Generation Trading Insights Powered by AI

Traditionally focused on liquidity, spreads, and fees, brokerage and PMS providers now leverage automated analysis and Machine Learning to offer advanced analytics and real-time insights. These technologies enable users to access detailed signals for optimized portfolio management, risk and return forecasts, and market timing. Integrating personal strategies with these automated systems enhances trading outcomes, encouraging more frequent trades and increased account balances, ultimately boosting provider revenues.

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Performance aisot view

Performance view on the AI Insights Platform.

 

The aisot AI Insights Platform – Your Strategy Supported by AI

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Graphical representation of pairwise return curve forecast over a one month period.

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Real-time rebalancing insights on portfolio level.


Aisot Technologies boosts broker and PMS provider revenues by driving user engagement with our AI-powered platform. Leveraging advanced AI through our API, we optimize trading and portfolio management across diverse markets. Our insights draw from extensive data, including market trends, sentiment, risks, and price movements, offering both analytical and predictive perspectives. Features include model portfolio insights and rebalancing trades, plus tools to uncover new investment opportunities. Brokers and PMS providers can explore a comprehensive suite of insights available through the aisot AI Insights Platform by scheduling an initial call.



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