AI that works for you, without the BS.
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White-Label Bubble Portfolio for Wealth Managers and Family Offices

Bubble helps you screen stocks, test strategies, and execute trades automatically—all through an intuitive AI agent.

Your clients decide, Bubble executes — you supervise.

Multi-client management dashboard

Administer dozens or hundreds of client portfolios from a unified interface with granular permissions.

AI agents personalized per client profile

Recommendations automatically adapt to each client’s objectives and risk tolerance.

Advanced personalized client reporting

Automated performance reports, risk analysis, complete transparency for your clients.

Broker API integration (IBKR, Alpaca, Saxo)

Direct connection to your clients' brokerage accounts for automated execution.

20+ years historical data

Test and validate your strategies on more than twenty years of market data.

Proven quantitative strategies library

Access Bubble Portfolio’s screening and backtesting playbooks as building blocks.

Ready to see Bubble Portfolio?

We’re preparing a dedicated professional demo. Share your use case and we’ll activate a white-label environment tailored to your mandates.

See the demo Contact us