AI Advisory for HNW Portfolios

Your wealth, with
an advisory team

Portovo unifies your entire portfolio and gives you seven AI specialists who write confidential advisory memos grounded in your actual data. Built for HNW individuals in Indonesia and Malaysia.

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Portovo · Dashboard
◎ Dashboard
⌂ Real Estate
📈 Investments
🏦 Cash & Banking
₿ Crypto
🥇 Precious Metals
💼 Business Equity
🛡 Insurance
Architecture
✦ Legacy Statement
◈ Investment Thesis
Total Net Worth
Rp 48,250,000,000
+Rp 2,340,000,000 (5.1%) this year · ≈ $2.97M USD
Assets
Rp 52.8B
Liabilities
Rp 4.55B
Currency
IDR · USD
Asset Breakdown
Real Estate
50%
Business Equity
20%
Investments
12%
Precious Metals
8%
Crypto
5%
Insurance
5%
Portfolio Activity
↑
Menteng Villa, Jakarta
+Rp 850M
↑
Gold Antam 100g
+Rp 124M
🛡
Prudential Life Policy
Rp 2.5B
+
BBCA · IDX Blue Chip
Rp 1.2B
↓
PT Maju Bersama (30%)
−Rp 200M
Why Portovo exists
SGD income
·
MYR property
·
USD portfolio
·
GBP school fees
·
IDR real estate

Your Singapore banker manages the SGD accounts. Your KL advisor tracks the Penang property. Your London accountant handles the GBP school fees trust. Your Jakarta manager watches the IDR portfolio. None of them talk to each other.

Four advisors.
Four corners.
No one sees the board.

Each advisor is an expert in their corner. None of them have the mandate, or the data, to see the whole picture. That gap, between jurisdictions, is where the most expensive mistakes hide.

"The problem isn't that advisors are bad. The architecture of advice is siloed by jurisdiction, and no one has built the connective layer."

Singapore private banker
Sees: SGD accounts, SGX portfolio, CPF, local property
Malaysia property advisor
Sees: KL condo, Penang land, MYR mortgage obligations
UK accountant
Sees: GBP accounts, UK tax obligations, school fees trust
Indonesia wealth manager
Sees: IDR real estate, local equities, business stakes
The gap. Nobody's job.
FX exposure across five currencies. Concentration risk across all holdings. Insurance coverage relative to total net worth. Estate structure spanning four legal systems. This lives in a spreadsheet, if it lives anywhere at all.
Sees what they can't. Every currency, every asset, no blind spots.
The whole board
What you get

Seven AI specialists. One private advisory team.

01 · Capital Deployment Advisor
"I'm considering deploying $500K into Surabaya logistics."
The AI does live web research, runs SWOT, checks against your investment thesis, and writes a memo with a clear PROCEED, PROCEED-WITH-CONDITIONS, or RECONSIDER recommendation. Inline citations on every market figure. Math reconciles before it ships. Tax and FX execution risk called out by default.
Available now
02
Insurance Counsel reads your policies
Upload your policy PDFs. Ask "if I'm injured, which policy covers me?" The AI reads the actual policy text, cites the specific clauses, surfaces time-sensitive deadlines, and tells you to confirm with your agent.
Available now
03
Email any memo as a PDF
One click sends any advisory memo to your inbox as a clean PDF. Forward it to your accountant, banker, or family for their input.
Available now
04
Unified portfolio across 28 currencies
Real estate, investments, cash, business equity, crypto, precious metals, vehicles, insurance. Every asset class with purpose-built fields. Live FX, plus live prices for stocks and crypto.
Available now
05
Bank linking for ID and MY
Connect your Indonesian and Malaysian bank accounts via Brick and regional aggregators. Balances and transactions sync automatically. Live as soon as our partner integrations clear.
Coming Phase 2
Pricing

Simple, transparent pricing.

No hidden fees. No advisor commissions. Cancel anytime.

Monthly
Annual
Solo plan
Portovo Core
$29.99/month
or $287.88 a year. Save 20%.

Every specialist. 100 advisory memos a month. Unlimited assets across 28 currencies. Cancel any time during the trial.

Start your 14-day free trial
No charge until day 15. No card required to explore.
AI advisory
100 advisory memos every month across all seven specialists. Portfolio, Tax, Cash Flow, Estate, Property, Scenario, Insurance.
Capital Deployment Advisor with live web research, SWOT, and a clear PROCEED, PROCEED‑WITH‑CONDITIONS, or RECONSIDER recommendation.
Insurance Counsel reads your policy PDFs. Cites the actual clauses, surfaces deadlines, defers to your agent on the call.
Portfolio
Unlimited assets. Real estate, cash, investments, business equity, crypto, precious metals, vehicles, insurance.
28-currency support with live FX, plus live prices for stocks, ETFs, and crypto.
Email any memo as a PDF to your accountant, banker, or family.

Your wealth deserves
a real system.

Start your 14-day free trial today. No commitment. Cancel anytime. Your card is saved but not charged until day 15.

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$29.99/month after trial · Cancel anytime · Bank-grade security