https://store-images.s-microsoft.com/image/apps.592.079dc147-e272-4d92-8999-f7d1ec710f9e.3c7738e4-4a31-42dc-a8bd-6608ba4d10cb.6aa2bdd1-ec0f-4b4f-9677-d8a72d8db88f

PFAI-Report

by WealthGuide Co.,Ltd.

An API that creates expert-level financial reports by analyzing PFM engine results with AI.

PFAI Report API

An API service that delivers expert-level, customized financial reports by leveraging AI to analyze the results of the Personal Finance Management (PFM) engine.


Key Features

AI-Driven Report Generation: Automatically creates comprehensive and professional financial analysis reports.

Customized Portfolio Analysis: Provides tailored insights specific to individual portfolios.

Asset Lifecycle Forecasting: Predicts asset performance based on various life stages and milestones.

Data-Driven Visual Reports: Produces clear, visualized reports for easy interpretation and decision-making.


Use Cases

Periodic Asset Management Reports: Delivers detailed monthly or annual summaries of financial assets.

Investment Performance Analysis: Evaluates and reports on the success of investment strategies.

Pension Asset Health Reports: Assesses the status and outlook of pension assets.

Financial Goal Progress Tracking: Analyzes and reports progress toward achieving financial objectives.

At a glance

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