An AI copilot for wealth management, built together with a Swiss asset manager: portfolio analysis, fund overlap, rebalancing and clear recommendations.
The goal is simple: to give private investors the professional standard of management that used to be available only to large clients.
Portfolio analysis
Import a statement and see what you actually own: allocation, concentration, costs and currency exposure, explained in plain language.
Fund overlap
Find out where your ETFs and funds hold the same companies, and which positions add nothing but fees.
Rebalancing
Compare your portfolio with a target model and get a clear plan to bring it back in line, step by step.
Clear recommendations
Every suggestion comes with the reasoning behind it, in words a client can understand and an adviser can defend.
You stay in charge. The copilot does the heavy lifting.
1 · Bring your portfolio
Upload a statement in PDF or Excel. Personal data is removed before anything reaches the model.
2 · Ask in plain language
“Where do my funds overlap?”, “What does it cost me a year?”, “How far am I from a 60/40 model?”
3 · Review and decide
The copilot prepares the analysis and the plan. Decisions, and any trades, remain yours.
Early access.
For advisers, family offices and private investors who want to try it first.
hello@hooh.com →