What it does
Unified Portfolio Dashboard
Consolidates multi-manager holdings into one live view with allocation and performance — across dozens of investments and managers per client.
AI Document Extraction
Automatically parses manager PDFs, spreadsheets and presentations into structured fields — NAV, return, vintage year — with a linked source excerpt and page citation.
Attention Flagging
Investments are automatically tagged On Track, Watch, or Attention Required as soon as a manager report signals a meaningful change.
Portfolio AI Assistant
A conversational panel that answers "What changed this quarter?" and "Which investments are underperforming?" using live portfolio data.
What-Changed Insights Engine
Quarter-over-quarter change analysis with an AI-written narrative summary of what moved and why.
One-Click Quarterly Reports
Generates a formatted, client-ready portfolio review — executive summary, key contributors, attention items — in seconds.
Inside the product
Who it's for
Wealth advisors and portfolio managers at multi-family offices and boutique advisory firms, managing several client portfolios across many external fund managers.
A Boutique Advisory Firm Cuts Quarterly Reporting From Days to Minutes
An advisory team managing client portfolios across 18+ external fund managers spent days each quarter re-keying manager PDFs into spreadsheets before they could even begin writing client updates.
DIGITARAX Portfolio Intelligence ingests manager reports as they arrive, extracts the figures automatically, flags holdings that need attention, and drafts the quarterly review narrative for an advisor to check and send.
In this scenario, reporting effort per client portfolio dropped from days to under an hour, with every extracted figure traceable back to its source document.
This is an illustrative scenario built to show how Portfolio Intelligence works, not a report of a named client engagement. Actual results vary and should be validated during a proof of concept.
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