PortunoCLIENT OPPORTUNITY INTELLIGENCERequest early access
PORTUNIO / PRIVATE PREVIEW2026

Turn your client data into opportunities.

Portunio helps financial services firms analyse the client data they already hold, surface potential opportunities and prioritise where human review may add value.

Request early accessPortunio is currently in private preview.

Product glimpse

See what your client book isn’t telling you.

Move from a broad client list to a focused review queue, with clear signals that help your team decide where to look next.

Portunio / Client book overview Analysis complete
CLIENT BOOK / OVERVIEW

Opportunity intelligence

All advisers ⌄
Potential opportunities866.7% of client book
High-priority reviews18↑ 4 this month
Clients assessed1,284Across 7 advisers
PRIORITISED FOR REVIEW

Client review queue

View all 86 →
ClientOpportunity signalPriorityAdviser
AMAlex MorganProtection reviewHighJ. Patel
SCSam CarterInvestment capacityHighL. Brooks
RPRiley PriceMortgage anniversaryMediumJ. Patel
JTJamie TaylorPension contributionMediumA. Shah

Illustrative interface · Opportunity signals support, rather than replace, professional judgement.

Why Portunio

Your client book already holds valuable signals.

Portunio is designed to make those signals easier to find, understand and act on responsibly.

01

Uncover hidden opportunities

Surface relationships and review triggers that can be difficult to spot across disconnected records.

02

Prioritise your team

Turn a large client book into a clear, ranked view of where human attention may add the most value.

03

Use the data you already have

Find more value in existing information before adding another source of complexity to your firm.

How Portunio works

From client data to a clearer next step.

A focused three-stage workflow turns existing records into structured intelligence for your team to review.

  1. 01

    Import

    Bring together the client information your firm already holds.

  2. 02

    Analyse

    Portunio looks for signals, gaps and potential review opportunities.

  3. 03

    Review

    Your team applies context and professional judgement to each signal.

Financial services, by design

Built for firms that already have valuable client relationships.

Not generic business intelligence. Portunio is being shaped around the language, workflows and responsibilities of financial services.

01 / 03

Wealth Management

Build a more complete view of review priorities across complex, long-term relationships.

02 / 03

Financial Advice

Help advisers focus finite review time across growing books of business.

03 / 03

Mortgage & Protection

Identify timely reasons to revisit client needs as circumstances and products change.

Data and privacy

Built with sensitive data in mind.

Portunio is being designed around the needs of financial services firms, with privacy, security and responsible data handling considered from the outset. We will be clear about how data is handled as the product develops.

Read our privacy approach

Private preview / 2026

Be among the first to see Portunio.

Portunio is currently in development and we are speaking with a small number of firms while shaping the first release.

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