We're here to make portfolio trading simple and transparent.

Together we'll navigate the complexities of buying and selling financial portfolios, giving you the right insights and tools to make informed decisions for your business's future.

Ready to Sell? Looking to Buy?

Platform Benefits

Make your Portfolio
Trading Effortless

Our platform offers a comprehensive suite of features designed to streamline your financial portfolio management experience.

Explore Our Platform

Advanced Analytics

Gain deep insights into your portfolio performance with our powerful analytical tools.

Saved Searches & Alerts

Save your portfolio search criteria and get notified when new listings match your buying preferences for mortgage, insurance, or wealth books.

Smart Document Exchange

Securely share redacted financial documents (trail statements, client databases) with granted access controls during due diligence.

Reliable Protection

Your information is kept secure using proven security measures and robust privacy safeguards.

Meet Aimee: Your AI Co-Pilot for Portfolio Trading

Introducing Aimee, your dedicated AI assistant on the buythebook platform. Aimee merges the insight of a seasoned financial broker with the power of data analytics to guide you confidently through every step of buying or selling financial portfolios across mortgage, insurance, and wealth management sectors.

Streamlined Process Navigation
Aimee assists you in listing portfolios by guiding you through data collection (using specific templates while ensuring sensitive client data is excluded) and explaining platform processes like secure data rooms and transaction steps.
Informed Market Awareness
Stay updated on relevant market conditions and potential differences when exploring opportunities across New Zealand and Australia.
Platform Guidance
Get clear explanations on subscription benefits, including exclusive access windows for premium members, and understand the available financing options* integrated within the platform.
Secure & Professional Support
Interact with an AI designed for the financial sector, operating with strict confidentiality, professionalism, and adherence to data privacy standards, ensuring your interactions are secure.

Ready to see how Aimee can help? Interact with our AI assistant in the chat window to ask questions, explore valuations, or get started listing your portfolio.

Chat with Aimee

*Note: All insights, valuations, and financing options discussed by Aimee include necessary disclaimers, are subject to change, and are provided for guidance purposes only. Aimee does not provide specific valuation guarantees, legal/tax advice, or generate binding contracts.