Miami, 11 August 2025 – GenPortfolio.com, a pioneer in AI-driven portfolio construction, today announced a strategic agreement with Westside Consultants, a premier wealth management advisory firm. The partnership will provide Westside Consultants’ team of wealth management advisors with access to GenPortfolio.com’s cutting-edge platform, enabling them to build highly customized, AI-generated portfolios for their clients.
Alex Moreno, Business Development Director of GenPortfolio said "We are thrilled to partner with Westside Consultants. This agreement is a testament to the power of our technology and its ability to empower financial advisors. Westside's commitment to innovation and client-centric service makes them an ideal partner to lead the way in adopting this next generation of wealth management tools.“
Carolina Jorysz, Portfolio Manager of Westside Consultants said "Our partnership with GenPortfolio.com gives our advisors a significant advantage. By integrating their AI-driven platform into our workflow, we can deliver a new level of personalization and effectiveness to our clients, ensuring their portfolios are not just managed, but meticulously built to meet their unique needs.“
The new partnership marks a significant step forward in the evolution of wealth management, showcasing how AI can be leveraged to create more dynamic, responsive, and personalized investment solutions for clients.