Our Technology
Inclusor Planner is our intelligent system that understands who you are, what motivates you, and how much you can invest, and transforms this into a comprehensive financial plan and/or personalized portfolio, symbolic and with measurable impact.
The AI is powered by an exclusive database of financial adequacy, opportunities, companies, and assets evaluated under rigorous inclusion and ESG criteria, with methodologies developed by us and validated by experts.
Behind this, there's an integrated NLP (Natural Language Processing) engine that interprets your responses and extracts essential information, such as your motivation, contribution capacity, and favorite causes. This allows GPT Inclusor to learn from you as you converse, understanding nuances like "I want to help my brother" or "I like digital banks that are people with disabilities."
There's also an automation layer that connects all of this to our database of inclusive assets: it activates filters, searches for ESG+people with disabilities, and performs impact calculations in real time. Each time you interact, the system dynamically and continuously adjusts your profile and offers new suggestions.
In short, our technology combines the fluidity of a conversational chatbot with the precision of a purpose-driven recommendation engine. The result is an experience that guides any user, even without experience, to build a realistic, strategic, and inclusive portfolio or plan step by step.