Features
AI-powered client reporting and summaries
Portfolio performance analysis with benchmarking
Automated compliance document generation
Client communication drafting (emails, memos)
Market news aggregation and personalization
Tax-loss harvesting suggestions
Rebalancing recommendations
Multi-currency portfolio support
Audit trail for AI-generated outputs
Integration with major custodians and CRMs
AI-powered custom cost models for spot and contract freight
Real-time pricing aligned with your cost structure
Centralized RFP portfolio management with collaboration
Smart Upload: automated RFP data from any file type
Unified TMS covering pricing, planning, execution, billing
Automated workflow and routine task reduction
Real-time shipment tracking and issue resolution
Supports dry van, reefer, and flatbed segments
Data privacy: no aggregation of client data
Integration with existing TMS and bid workflows
Market rate benchmarking with 97-98% accuracy
Margin improvement analytics (1.5-3% increase)
5 minutes saved per spot load, 3-7 seconds per contract lane
Accounting and billing automation (added Jan 2026)
Exception management to protect margins (added Jan 2026)
