DIVID.AI
Advise· Sales & WealthFlagship · Pilot programme

ReksadanaAi ProSales

A personal proposal for every client, built in one click

ProSales gives mutual-fund sales managers what only private bankers had: a client profile, a portfolio matched to it in one click, a forecast with a crisis scenario, an AI-written rationale and a link the client opens on WhatsApp.

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ProSales recommendation screen with AI-written description

What is ReksadanaAi ProSales?

ReksadanaAi ProSales is an AI assistant from DIVID.AI for mutual-fund (reksa dana) sales managers in Indonesia. From a client profile it builds a one-click portfolio from 800+ funds, with a forecast fan, a crisis scenario, an AI-written rationale and a shareable WhatsApp link. It has run in production since March 2024; a pilot costs $499 for four weeks.

Retail sales departments of asset managers

Consistent proposals across your whole sales team.

Independent advisers and small asset managers

A private-banking workflow for a single seat.

Brokerages selling reksa dana

Cross-sell funds with a rationale the client understands.

How it works

How ProSales works, step by step

  1. 01

    Profile the client

    8 goals, 3 risk profiles, 5 horizons, 3 liquidity options, portfolio problems, special preferences, existing holdings.

  2. 02

    Generate

    A basket of reksa dana ranked by diversification, risk match, horizon, liquidity, return and company policy.

  3. 03

    Explain

    AI writes the pitch and a note per fund. Change it: more persuasive, more numbers, stricter, more emotional, more tailored, or swap a fund.

  4. 04

    Show

    Price history, a forecast fan (a chart of the likely range of outcomes) with expected growth and crisis cases, fund details and fact sheets.

  5. 05

    Close

    Calculate the purchase in rupiah, confirm, share a public link by email or WhatsApp.

What you get

ProSales features

One-click recommendation

From 800+ simulated Indonesian mutual funds.

Company fund policy

Blacklist or prioritise funds; set risk and return levels per role or segment.

Forecast you can show

Expected range and crisis case for the basket, on one chart.

Fund details

Minimum buy, AUM, inception, returns from 1 day to 10 years, fees, fact sheet PDF.

Advice archive

Every proposal saved per client for the next conversation.

Private data

Anonymised profiles; on-premise installation on the Company Ultimate plan.

Screens

ProSales screens

Screens from the July 2024 release, unedited.

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ProSales client list
Client list
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ProSales recommendation with AI description
Recommendation with AI description
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ProSales price history and forecast fan chart
History and forecast fan
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ProSales fund details panel
Fund details
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ProSales change recommendation menu
Change recommendation menu

Pilot programme

Four weeks. Fixed price. A decision based on metrics.

Split your managers into two groups: one works as before, one uses ProSales. Compare proposals per manager, time to proposal and conversion. Then decide.

Single Pro $300/mo · Company Pro $838/mo · Company Ultimate $916/mo per seat; annual discounts up to 45 %.

Start a pilotFull plans on reksadana.ai

Fixed price

$499

four weeks · up to 3 managers · metrics report

  • Two groups of managers, one baseline
  • Proposals per manager, time to proposal, conversion
  • Decision on metrics, not on a demo

Facts, not promises

ProSales today: status and coverage

  • Status: live in production since March 2024 as a pilot programme; onboarding by invitation.
  • Market: Indonesia, reksa dana universe of 800+ funds with metrics; interface in English, fund categories in English and Bahasa Indonesia; amounts in rupiah.
  • Screens on this page are from the July 2024 release.

Engine

The engine behind ProSales

How the engine works

FAQ

ProSales FAQ

Does the AI pick the funds?

No. A deterministic ranking picks the basket from simulated candidates; the AI writes the rationale. Same inputs, same advice.

Can we control the universe?

Yes, company settings for blacklists, priorities, risk and return levels.

Does it execute trades?

Not yet. Trade execution is an integration option on the Company Ultimate plan.

What does the client see?

A public page with the proposal, charts and fund details; no personal data.

Give every manager a private banker's toolkit.

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