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AI Portfolio Builder
Create custom model or index portfolios with AI-guided optimization, ETF selection, limits, and risk controls.
AI-powered portfolio workbench for investment professionals
Institutional portfolio intelligence for modern advisory firms.
Build smarter portfolios. Understand what the math is saying. Replace spreadsheets and fragmented tools with one platform for research, construction, risk, and client-ready explanations.
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Built for RIAs, analysts, and portfolio teams
Representative product screens shown with sample/test data. Results, scenarios, and metrics are illustrative and not investment advice.
Stress tests
Risk factors
AI Analyst
Ask questions against your portfolio database — not generic AI guesses.
⊘No AUM fees
◈Built for advisors
▧Backtests, stress tests, Monte Carlo
✦AI insights grounded in real data
One platform instead of disconnected workflows
Research, build, validate, and explain portfolios with confidence.
Lasani.ai is designed for firms that want institutional-style analytics without institutional pricing, AUM-based fees, or implementation complexity.
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Model Allocation
Allocate across custom models or indices, compare against benchmarks, and instantly see return and risk tradeoffs.
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Portfolio Analyst
Ask questions about actual portfolio data from your database and analytics engine, not hallucinated market commentary.
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Scenario Studio
Run backtests, stress tests, factor views, Monte Carlo simulations, and benchmark comparisons in one workbench.
Representative model flow
Model portfolio creation
From model selection to portfolio construction in minutes.
Start from a risk tier, review the ETF universe, adjust constraints, and build a portfolio that can be validated before client use.
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1
Select a model
Choose from pre-screened ETF models and risk bands.
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2
Review ETF universe
See holdings, exposures, and benchmark alignment.
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3
Adjust limits
Set allocation ranges, sector caps, volatility ceilings, and optimizer settings.
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4
Build portfolio
Optimize for return, risk, diversification, and constraints.
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5
Validate with analytics
Confirm using backtests, stress tests, factors, and Monte Carlo.
Advisor workbench
Real product screens. Marketing-safe presentation.
These previews use representative Lasani.ai application screens with sample/test portfolio data. The goal is to show capability without presenting exact outputs as recommendations or promises.
Dashboard
AI-monitored portfolio workbench
Give advisors one landing page to create model portfolios, monitor drift, analyze returns, and ask AI questions based on stored portfolio records.
Sample/test data
Model Allocation
Custom model and index allocation
Allocate across indices, models, and benchmarks while viewing portfolio return, benchmark return, risk gauges, and allocation mix.
Representative
Data-grounded AI
AI that explains your analytics engine.
Position Lasani.ai as an AI layer over your portfolio database: advisors can query backtests, risk, stress scenarios, and factor exposure using real outputs from the platform.
- Answers tied to scenario and portfolio records
- Advisor and client-friendly explanations
- Designed to reduce spreadsheet interpretation work
Validation suite
Institutional-style analytics, packaged for everyday advisor decisions.
Move from “what happened?” to “why did it happen?” and “how do we explain it?” without forcing advisors into a Bloomberg-terminal style workflow.
Backtests + AI
Performance analysis with an AI analyst
Show portfolio growth, annual returns, monthly performance, drawdowns, and benchmark comparison — with AI commentary tied to database-backed calculations.
Representative backtest
Stress Tests
Pressure-test portfolios against historical shocks
Compare portfolio and benchmark behavior across market regimes such as dot-com, global financial crisis, rate shocks, COVID, taper tantrum, and debt crisis scenarios.
Representative scenarios
Risk Factors
Factor exposure and symbol-level risk explainability
Surface market, size, value, profitability, momentum, and other factor tilts, then convert them into advisor and client explanations.
Representative factor view
The product promise
Comparable to institutional portfolio tooling. Priced for growing advisory firms.
No AUM-based pricingFlat SaaS plans make adoption easier for RIAs and independent
advisors.
Real-data AIAI explains portfolio outputs from your DB and analytics
engine, not generic answers.
Client-ready languageConvert complex quantitative results into plain-English advisor
and client summaries.
Flexible pricing — no AUM fees
Pick the plan that fits your firm.
Basic and Advisor are useful entry points. Pro is the full platform most firms should choose when they want serious analytics.
Basic
$149/mo
For solo advisors starting with core analytics.
- 5 portfolios
- Core analytics and reports
- Limited model library
- Email support
Advisor
$249/mo
For growing firms that need more models and reporting.
- 25 portfolios
- Advanced analytics
- Full model library
- Priority email support
Most Popular · Best Value
Pro
$399/mo
Full analytics suite for firms that want the actual institutional workflow.
- Unlimited portfolios
- Backtests and stress tests
- Monte Carlo and factor analysis
- AI insights and portfolio assistant
- Custom reports
- Priority support
Enterprise
Contact Sales
For multi-user firms, integrations, and custom workflows.
- Everything in Pro
- Multi-user roles
- API access and SSO
- Custom integrations
- Dedicated success manager
Ready to show advisors the product?
Give your firm institutional-grade tools without institutional pricing.
Launch with a clear SaaS platform message: build, analyze, validate, and explain portfolios faster.