Turn your bank statements into dynamic portfolios with real-time market data
Effortless portfolio consolidation and precise bank statement error detection, all without the need for bank integration.
Created by professionals, for professionals.
Achieve more with less hassle
Real-time market updates and insights with unmatched accuracy and efficiency
"A game-changer for anyone serious about maximizing their portfolio's potential."
Pierre-François Manzetti - ConnectAssets WM
Never lose sight
Maximize Productivity
Smart Portfolio Insights
Experience Freedom
Say goodbye to the complexities of integration and hello to a smoother, more efficient way of managing investments and keeping your bank in check.
Simplifying the complex
Set it up once, and you're good to go. No hassle with APIs or code required.
Harnessing AI technology, PDFolio intelligently consolidates portfolios. Simply upload bank statements in PDF or Excel from various banks and accounts, and witness as PDFolio promptly converts them into dynamic portfolios, enriched with real-time market data and tailored to parameters negotiated with each custodian.
Unmatched accuracy and efficiency
Poor integration can have a tangible impact on portfolios and statements. PDFolio gets it right, sooner.
PDFolio effortlessly examines deposits, executed orders, withdrawals, fees, and interest charges, catching discrepancies before your clients do. With Welx, you're empowered to take quicker action, resulting in faster error corrections and bolstering your reputation as a trusted advisor.
Quit relying on tools that ignore data privacy
Sa
PDFolio ensures you can securely communicate with your clients directly within the platform, fostering stronger relationships and enhancing trust.
Pricing
Select the plan that suits you the most.
FAQ
Got questions? We got you.
How to Upload Your Portfolio Statements?
Click on the "Upload" button and select the investment portfolio statements from your device. PDFolio supports a variety of formats, including PDF, JPEG, and PNG files.
Confirm the upload and let PDFolio process your documents. This may take a few moments depending on the size of your files.
How to Review Your Consolidated Portfolio?
Once your statements are processed, navigate to the "Dashboard" section.
Here, you'll see a comprehensive overview of your consolidated investment portfolio, including key metrics such as total value, asset allocation, and performance trends.
Explore different tabs and sections to view detailed reports and insights generated by Welx's AI.
Analyze AI-Generated Insights
Explore the "Insights" section to access AI-driven analyses of your investments, where you can:
Review personalized recommendations tailored to your financial profile.
Assess detailed performance metrics and track the progress of your investments over time.
Stay informed with comprehensive market trend reports to anticipate shifts and opportunities.
Use these valuable insights to confidently navigate decisions such as portfolio rebalancing, strategic asset sales, or opportunities to acquire new investments that align with your financial objectives.
Check Errors in Your Bank Statements
Navigate to Upload Section: Once logged in, go to the "Upload" section in the app's main menu.
Select Your Statement: Click on the "Upload Bank Statement" button and choose the PDF or electronic version of your bank statement from your device.
Confirm Upload: After selecting the file, click "Confirm" to upload your statement to the app.
Step 2: Automatic Error Detection
Processing the Statement: Welx will automatically process your uploaded bank statement, extracting all the relevant transaction data.
Error Detection Algorithms: Welx's advanced algorithms will scan for errors such as duplicate transactions, incorrect amounts, unauthorized charges, and mismatched transaction dates.