Portflow is an autonomous AI agent that monitors markets, acts on opportunities, and reports outcomes — 24 hours a day, without a relationship manager overhead.
The problem
Relationship managers spend hours each day monitoring client portfolios, drafting briefings, and chasing market data. Client outreach is reactive. Opportunities are missed because the analyst is asleep.
Portflow replaces that infrastructure with an autonomous agent. One that monitors every position, triggers rebalancing logic, and dispatches client reports without human intervention.
What it does
Monitors every position across TL, FX, gold, funds, and bonds — in real time. Flags anomalies, tracks signals, and alerts before risk crystallizes.
Executes against client-defined rules automatically. Rebalancing, threshold alerts, asset shifts — triggered by logic, not a phone call.
Dispatches daily portfolio briefings to each client — personalized, formatted, and sent without human drafting. Includes performance, actions taken, and what to expect next.
Built for Turkey
Turkish private banking clients hold TL, gold, USD, and funds in ratios that global platforms can't model. Portflow was built from the ground up for this market — its regulatory structure, its asset mix, its volatility profile.
Every action logged, every recommendation attributable. Built to meet Turkish Capital Markets Board standards from day one.
TL, USD, EUR, gold, lease certificates, and funds — Portflow tracks and rebalances across all of them, including cross-currency risk in a single view.
Runs as a standalone B2C product or embeds as a private banking tool for any Turkish bank. Your brand, your clients, our agent.
The shift
Portflow doesn't replace the advisor. It replaces the hours of manual work that keep advisors from doing what they actually got into the business for — building relationships, closing mandates, growing AUM.
In five years, every private banking client in Turkey will have an AI agent managing the gap between their portfolio and their goals. Portflow is how that starts.