Portfoliyo Solutions AI THAT REACHES YOUR FIRM’S CORE PROCESSES, not just its desktops.
Our mission: Portfoliyo Solutions helps banks, family offices and investment firms see where AI pays back, and get it into daily operations safely.
Designed. Developed. Deployed.
MOST FINANCIAL SERVICES FIRMS USE AI, BUT FEW USE CASES REACH SCALE
75%
of UK financial services firms use AI, up from 58% in 2022
Bank of England & FCA, 2024
16%
of banks’ generative AI use cases reach full deployment
EY-Parthenon, 2025
4 of 5
top AI risks firms report are about data
Bank of England & FCA, 2024
57%
of family offices cite lack of in-house expertise as the biggest barrier to AI adoption
Citi Institute, 2025
Where it stalls
Data
Client data sits in silos and isn’t clean enough to build on
Legacy
Core systems and CRM weren’t built to plug AI into
Pilots
Pilots run, but few reach production
Confidentiality
Client data can’t go to public AI tools
Governance
Model risk and audit need controls not yet in place
Adoption is not the gap: firms need to know where AI pays back, and the foundations to deploy it safely.
COMMON MYTHS KEEP FIRMS WAITING WHEN THEY COULD START NOW
Myth“We can’t start until all our data is cleaned up”
Portfoliyo viewAI is best deployed to make decisions with partial data
Myth“Client data has to leave the firm”
Portfoliyo viewModels can run inside the firm, air-gapped from the internet
Myth“AI will replace credit judgement”
Portfoliyo viewAI accelerates repetitive work; experts make decisions
Myth“Regulators won’t allow generative AI”
Portfoliyo viewThey expect controls, not avoidance
Myth“We need a multi-year transformation first”
Portfoliyo viewOne process, one baseline, eight weeks