FundLens
An enterprise wealth platform where advisors run a book of clients on top of a fund universe priced from real market history, performance and risk computed honestly, portfolios pooled and allocated, and an agentic AI advisor drafting an investment plan for every client.
Overview
FundLens pairs a rigorous analytics engine with a working advisory desk. Every fund in the universe is resolved to live market data and scored on performance and risk, Sharpe, volatility, CAGR, drawdown, period returns, all computed from genuine price history. Where a source doesn't publish a figure, it shows N/A; nothing is fabricated.
On top of that universe sits a manager-and-client model: advisors run a book of clients, import each client's holdings, and see allocation, exposure, and risk pooled into a single view. A screener, side-by-side compare, and a recommendation engine turn the universe into decisions.
An agentic AI advisory engine drafts per-client investment plans, reasoning over the same verifiable metrics, never invented numbers, and weighing market sentiment alongside them; every client gets a clean, exportable report. Light-institutional design throughout, built to be trusted by the people whose money is on the line.
Capabilities
- Fund universe priced from real market history, Sharpe, volatility, CAGR, drawdown
- Advisor-to-client books: pooled holdings, allocation, and exposure in one view
- Agentic AI advisor that reasons over verifiable metrics to draft per-client plans
- Market-sentiment analysis fused into the advisory signal
- Asset-class & risk-band classification with Shariah-compliance screening
- Holdings import, client reporting, and exportable plans, data-honest throughout
Next project