FundFolio.AI Features Roadmap

A preview of the AI-powered capabilities we are building to revolutionize your advisory practice.

The Future of Financial Advisory

This roadmap outlines our vision for infusing intelligence into every aspect of your workflow. The features below are currently in development or planning.

FundFolio Pro

FundFolio Pro

FundFolio Pro

FundFolio.AI Features Roadmap

FundFolio Pro

FundFolio.AI Features Roadmap

Pillar 1: Hyper-Personalized Client Advisory (The AI Co-Pilot)

Pillar 2: Predictive Business Intelligence (The AI Analyst)

Pillar 3: Generative Marketing & Growth (The AI Marketer)

Pillar 4: Autonomous Operations & Compliance (The AI Administrator)

Pillar 5: Advanced Investment & Market Research (The AI Researcher)

Pillar 6: Next-Gen Client Experience (The AI Portal)

Pillar 7: AI-Driven Client Profiling & Psychology

Pillar 8: AI-Powered Investment Research & Analytics

Pillar 9: AI-Driven Marketing & Content Creation

Pillar 10: AI-Powered Business Operations & Automation

Pillar 11: Next-Generation White-Labeled Client Portal

Pillar 12: Ecosystem & Platform Integrations

Pillar 13: Advanced Generative AI & Multimodality