AI-native infrastructure for brokers, fintechs, and trading communities.
Investors no longer build conviction inside broker platforms. They discover ideas through AI, creators, social platforms, communities, prediction markets, and real-time narratives.
By the time a trader opens a platform, the decision is often already made.
PortfolioIQ makes sure your platform becomes the center of gravity again.
Behavioral intervention in real time. No scheduled blasts. No generic CRM automations.
The Concierge keeps the relationship alive after the trader closes the browser. Risk events, re-engagement prompts, milestones, and behavioral nudges land at the moment they matter.
Not louder communication. Smarter timing.
The Concierge continuously builds a live behavioral profile for every trader - frequency, instruments, activity windows, risk appetite, engagement responsiveness, lifecycle stage.
Every interaction becomes more personalized. Every trigger becomes more intelligent.
The platform stops feeling like software. It feels like a relationship.
The Concierge speaks the trader's language and stays in your brand voice - no off-script responses, no generic AI tone, no compliance surprises.
You own the AI. Brokers get a full back-office - control, visibility, configuration.
+ chat history, A/B testing, per-trigger analytics, user detail view, and more.
15 minutes. Real examples. Real results.
Both products share the same foundations. Concierge adds the proactive, intelligent layer that turns a passive widget into a co-pilot that knows when to speak up.
| Capability | AI Copilot | Most popularAI Concierge |
|---|---|---|
| Conversational AI · account-aware, multilingual, brand-loyal | ✓ | ✓ |
| Live trader profile · cross-session memory, lifecycle aware | — | ✓ |
| Behavioral triggers · drawdown, big win, no stop loss, dormant return | — | ✓ |
| Telegram channel · proactive pings to the trader's phone | Reactive only | Proactive |
| Re-engagement automation · catches traders before they churn | — | ✓ |
| Broker back-office · token budgets, usage, chat history, config | ✓ | ✓ |
| Per-trigger analytics & A/B testing | Basic | Full |
Prediction markets, retail products, embeddable widgets - all built on the same intelligence layer.
Prediction markets are a new financial behavior layer. PortfolioIQ embeds them directly into your platform - choose read-only to surface markets as content, or the operational layer to let your users trade live positions inside your UI.
From passive watchers to active participants.
Coming soon · Mobile-first
Neo is a mobile app that brings every part of your financial world into one place - portfolio, stocks, crypto, prediction markets - and uses AI to surface correlations and help you navigate them together.
One app for everything you watch, trade, and predict.
Embeddable widgets for finance media, affiliate properties, and market publishers. Let users explore markets, analyze opportunities, and connect portfolio intelligence directly from the page they're already reading.
Turn readers into active participants.
Retail trading has changed more in the last 24 months than the previous decade. The platforms winning attention are no longer the ones with the lowest spreads.
A direct-to-consumer research portal for modern retail investors who want everything in one place - prediction markets, stocks, crypto, portfolio analysis, and AI-assisted market discovery.
Same intelligence layer, built for individuals.
Get in touch - we'll walk you through the right fit for your platform.
Three steps. No platform rebuild. Simple to integrate with your existing stack.
API plug-in for MT4, MT5, or your custom stack. No backend rewrites.
Set token budgets, trigger logic, and brand voice - all from the back-office.
The Concierge starts watching, learning, and engaging your traders.
Book a demo or meeting — we'll get back to you within 24 hours.
See the full Concierge in action, tailored to your traders' use case.
How the widget embeds into your platform - no backend rewrites.
How our AI surfaces insights for your specific trader profiles.
