Business intelligence
VelotrivanPro aggregates data from multiple platforms and brokers into a consolidated view, then applies predictive models to identify risks and opportunities before they become visible elsewhere.
Designed for families who manage multiple accounts and want a clear vision before each decision.
The observation
A securities account with one broker, life insurance with another, a PEA elsewhere: each platform offers its own interface, its own export format and its own update rate.
This fragmentation requires manually reconstructing a global view, often with delay, and increases the risk of decisions made on partial information.
VelotrivanPro aggregates these sources into a single and coherent flow, updated continuously, so that each decision is based on the entire heritage rather than on a fragment.
Main features
Cross-platform integration powers predictive models, which in turn produce concrete, trackable recommendations.
01
Connection to the main brokerage and savings platforms to consolidate positions, movements and valuations in a common repository, updated continuously.
02
Models trained on historical market series estimate the risk exposure of each portfolio and flag excessive concentrations.
03
Allocation adjustments are proposed based on the stated investment horizon, with detailed reasoning behind each suggestion.
Methodology
No recommendation is generated without its origin being traceable. Here is the logic that structures each analysis.
The positions and movements from each connected platform are collected, cleaned and normalized in a common format before any processing.
A model trained on market histories identifies patterns of volatility and correlation between assets held.
The result is presented in the form of a quantified observation and a course of action, accompanied by the hypotheses retained to achieve this.
Our approach
VelotrivanPro was designed to give families the same analytical benchmarks as those used by wealth management professionals, without promising guaranteed results.
Each recommendation remains a proposal to be considered, not an automatic instruction. The final decision always rests with the user.
The objective is to reduce the time spent collecting information, to devote more time to understanding it.
Use cases
The same capabilities apply differently depending on the heritage objective pursued.
The consolidated view reveals concentrations that remain invisible when each account is viewed separately, such as repeated overexposure to the same sector across multiple mediums.
Predictive models estimate the portfolio's sensitivity to market variations and identify assets that amplify overall risk during periods of instability.
Projections based on explicit hypotheses make it possible to visualize several savings trajectories over ten to twenty years, useful for anticipating objectives such as children's education or retirement.
Security and transparency
Trust is built on precise architectural choices, detailed below.
VelotrivanPro brings together your accounts, applies predictive analysis and produces findings that you can verify yourself. No decision is automated for you.
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