BLOXFOLIO
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors in constructing, analyzing, rebalancing, and managing investment portfolios; generating model investment portfolios using artificial intelligence; screening and analyzing securities and investment data; importing and managing client account data; and generating trade orders and portfolio analytics reports, all with compliance logging and advisor supervision features.
Pending · June 10, 2026 · 99877721 ·