Portfolio Lens
Portfolio Lens is a multi-portfolio tracking SaaS for financial advisors, with real-time market data feeds, automated risk alerts, and exportable compliance reports.
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Key highlights
Multi-portfolio tracking with real-time market data
Automated risk alerts and threshold notifications
Exportable compliance reports (PDF, Excel)
Role-based access for advisors and clients
How we built it
Discovery
Architecture
Core Platform
Alerts
UAT & Launch
1 / 5Month 1
Workshops with financial advisors to define portfolio tracking, risk metrics, and compliance report requirements.