https://store-images.s-microsoft.com/image/apps.60332.a11d265b-246c-48d4-82ba-953d24150ae8.b154d81a-1923-4e49-9f5b-9c1f33d24dd4.d2fd82f3-df58-4720-b12d-31dcc02e49cd

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

https://store-images.s-microsoft.com/image/apps.7784.a11d265b-246c-48d4-82ba-953d24150ae8.b154d81a-1923-4e49-9f5b-9c1f33d24dd4.000b7abe-a057-40a1-a8ef-10804a2445fa
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https://store-images.s-microsoft.com/image/apps.22655.a11d265b-246c-48d4-82ba-953d24150ae8.b154d81a-1923-4e49-9f5b-9c1f33d24dd4.1c73e564-763c-4746-a23b-10eaa62c649a
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