Platform to Empower Financial Advisors

BKLN Investment Group’s digital platform gives financial advisors powerful tools to plan and manage client portfolios.

Over the past five years, the platform has built a strong AI engine that delivers institutional-grade portfolio optimization and automated tax-loss harvesting—driving more than $5 billion in trades.

The mission is simple: help advisors thrive in the digital age by streamlining client management, scheduling, and portfolio modeling with AI-driven personalization.