Bridgewise Launches AI Investment Portfolios and More - August 2024

This month saw the launch of PortfolWise, our new intelligent investment ideation tool that suggests tailored portfolios for investors. Along with the launch, we continued our efforts to expand our global presence with a raft of events engaging with worldwide investment communities.

Bridgewise Unveils PortfolWise Intelligent Thematic-Portfolios

Bridgewise recently launched PortfolWise, a new investment ideation tool that keeps investors engaged with tailored, pre-screened portfolios according to specific themes such as sector, region, market cap, etc. PortfolWise helps users discover assets that match their interests, encouraging trading. Importantly, the tool supports multi-asset investments by offering portfolio suggestions tailored to audience-specific preferences. This customization enhances the user experience, driving investment ideation on financial platforms and helping to reduce churn from users seeking alternatives elsewhere. Contact your account manager for more information.

Suno Leads as Launch Customer of PortfolWise

On that note, we are thrilled that Suno, the leading Brazilian financial media outlet, is the initial launch customer of PortfolWise, bringing smart and tailored investment portfolios to their customers. PortfolWise enables a new level of insight for Suno’s customers, helping them discover investment opportunities according to their uniquely tailored needs and preferences. The launch was announced during a webinar attended by over 500+ attendees.

Speaking with Nation TV- Thailand

Bridgewise General Manager for APAC, Kelvin Phua, sat down recently with leading Thai network Nation TV to discuss our latest milestones, including our $21 million funding round and our investor partners. Kelvin also provided background on Bridgewise Funds, our new analysis solution for ETFs and mutual funds. He emphasized our support for multiple languages which is critical in the APAC region where diverse company structures and language barriers have often deterred foreign investors.

Talking Capital Market Innovation at Techsauce, Bangkok?

Bridgewise was proud to take part in Techsauce Global Summit, “one of the most significant tech events in Southeast Asia.” While there, we met with media and community leaders to share updates on the ways Bridgewise is bringing AI innovation to the capital markets.

Bridgewise Shares Financial AI Insights with GFF in Mumbai

Our team had a great time representing Bridgewise and interacting with the community at Global Fintech Fest in Mumbai. The event was an incredible opportunity to share insights into the ways Bridgewise is rolling out financial AI to capital markets around the world. GFF is one of the largest fintech conferences in the world. It was a perfect opportunity to expand our engagement with the Indian financial industry, deepening our presence in the market. We received great feedback from local professionals who shared their thoughts on the ways Bridgewise can help Indian financial institutions.

Bridgewise Meets With the Experts at Expert XP

Bridgewise had a strong presence at Expert XP 2024, one of the world’s largest investment events in S?o Paulo. Our General Manager in Brazil, Thiago Guedes, engaged with over 10 partners and participated in insightful panels, showcasing Bridgewise's commitment to driving innovation and collaboration in the investment community. It was an exciting opportunity to be at the forefront of such a prestigious global gathering.

Discover Bridgewise AI at WFIC Austin

In a few days, our CEO Gaby Diamant will be coming to the World Financial Information Conference (WFIC) in Austin. The biennial event, hosted by FISD, is “the only global event that focuses on the sourcing, compliance and delivery of financial information.” If you’re attending the event, Gaby would be happy to say hi and help you understand how Bridgewise AI intelligence can help bridge the knowledge gap for investors and financial professionals.

"The Amazon" of Latin America Posting Another Strong Quarter

What's the secret behind Mercado Libre? No, not “how did it become the Amazon of Latin America?” Rather, what explains the stock's outperformance in comparison to the rest of the region. In his latest post on Nasdaq, Bridgewise CIO Ilan Furman, looks at the online retail giant's most recent quarter and dives into the fundamentals that have driven its performance over the years. Read the whole thing.