For investment advisors
A more organized operation. Your time better spent.
Structure information, documents and follow-up routines in a workspace connected to your work.
For investment advisors
A more organized operation. Your time better spent.
Structure information, documents and follow-up routines in a workspace connected to your work.
Explore solutions for advisory officesInformation at hand when you need it.
Search records, documents and reports from one place. Seferu Intelligence answers questions in the app, in the Terminal and over WhatsApp, iMessage or Telegram.
Simplify operational work.
Statements and receipts are read and attached to the right records. Fewer hours spent filing papers and rebuilding spreadsheets.
A platform ready for teams.
Your office works in a shared workspace, with integrations through API and MCP. Seats, workspaces and access are set up in your Enterprise contract.
P&L by setup
Gross profit by setup
Works with the tools you already use
Import broker statements, send documents by chat or email and connect Seferu to your AI tools via MCP.
Let's understand how your office works.
Tell us about your team and your routines, and we'll put together a setup that fits your office.
Seferu is a tool for organization, research and analysis. It does not recommend investments and does not replace the regulatory obligations of the professional.