For investment consultants
More time for analysis. Less time organizing information.
Bring data, research, documents and processes together to structure the way you follow investments.
For investment consultants
More time for analysis. Less time organizing information.
Bring data, research, documents and processes together to structure the way you follow investments.
Talk to SeferuInformation organized for every analysis.
Statements, reports and files live in the Vault, searchable and linked to the records they belong to. Market data from the Seferu Terminal sits in the same place as your notes.
Files
Fewer administrative tasks.
Documents that arrive by email or upload go to the Inbox and are filed for you. Reports and exports come out of the data you already have, without copying between spreadsheets.
Inbox
payout-topstep-150k.pdf
$3,780.00tradingview-invoice.pdf
$29.95apex-evaluation-50k.pdf
$167.00wire-deposit-ibkr.pdf
$25,000.00ninjatrader-license.pdf
$99.00Technology that supports your workflow.
Seferu Intelligence answers questions over your data and end-of-day market data from official sources. Through MCP, the same context reaches the AI tools you already use.
How was my month?
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 talk about your workflow.
Tell us how your practice works and we'll show what Seferu can take off your plate today.
Seferu is a tool for organization, research and analysis. It does not recommend investments and does not replace the regulatory obligations of the professional.