Portfolio analysis assistant

Now Live: Portfolio Analysis Assistant — Smarter Reviews. Sharper Conversations.

SLvia has launched its new Portfolio Analysis Assistant, giving advisors a faster, clearer way to turn complex investment data into client-ready insights.

Designed for the real-world demands of advisory practices, the Portfolio Analysis Assistant reviews holdings, identifies drift, flags red flags, and highlights talking points — without the spreadsheet deep dive.

“We built this for the moments when you need to prep for a review meeting fast — or help a client understand what’s really happening in their portfolio,” said Alexa Pao, SLvia’s founder. “It’s not about replacing your analysis. It’s about accelerating it and making it easier to explain.”

With Portfolio Analysis Assistant, advisors can:

• Instantly review portfolio holdings and performance

• Identify allocation drift, concentration risks, and gaps

• Generate clean, client-friendly summaries in their own voice

Why it matters:
Advisors spend hours pulling data, crunching numbers, and rewriting reports to make them client-ready. The Portfolio Analysis Assistant removes that friction — so you can focus on the conversation, not the formatting.