Penelope Advisor

The AI that supports the Wealth Manager from research to proposal.

Analyses markets, digs into individual instruments and builds investment proposals consistent with the client's profile, in a single, traceable environment.

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From question to proposal

With Penelope Advisor you can analyse, dig deeper and build an investment proposal without interrupting your workflow.

  1. Analyse

    Research instruments, markets and data with the AI Financial Analyst.

  2. Interpret

    Understand market context, forecasts and volatility.

  3. Build

    Turn the client's profile and goals into an investment proposal.

  4. Explain

    Get a clear rationale to present and discuss the proposal with the client.

Portfolio proposal

A proposal built around the client

Penelope turns the client's profile, goals and investment constraints into a consistent, verifiable portfolio proposal.

  • Consistent: Asset allocation built around the client's profile and goals.
  • Controlled: Risk, composition and constraints checked before the proposal is presented.
  • Explainable: Every proposal comes with a clear, traceable rationale.

Governance

Designed for transparent, traceable advisory

Penelope is designed as non-discretionary technology, with an end-to-end traceable process for analysing and building proposals, consistent with Art. 18 TUF / MiFID II.

  • Non-discretionary
  • Traceable
  • Explainable
  • Consistent with MiFID II

Bring Penelope into your advisory process.

Find out how it can support your work and request a personalised demo.

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Find out how Penelope Advisor can help you