Products | JonzInc AI Consulting

Products

Tools built from real workflow and research problems.

JonzInc products extend the consulting work into focused software tools. More products will be added here over time.

Managed Portfolio Dashboard

A sample portfolio experience for tracking allocations, returns, risk posture, and model-driven portfolio commentary.

What it does

Shows managed portfolio snapshots with return percentages, allocation mix, and recent performance
Designed for investors who want a clearer view of strategy, risk, and outcome drivers
Currently uses dummy data while the product direction and real data integrations are refined

Executive Productivity Tool

An AI meeting companion built to capture high-fidelity transcripts, generate summaries, and surface action items automatically.

What it does

Designed for executives and teams that want searchable meeting records without manual note-taking
Captures live transcript activity and turns conversations into structured follow-ups
Built with privacy, secure access, and workflow automation in mind for professional use cases

Consumer Research Tool

A live tool that lets users paste a Zillow listing URL to check assigned schools and ratings for supported districts.

What it does

Built for faster school-zone research during home search workflows
Currently supports Irvine USD, Saddleback Valley USD, and Capistrano USD
Designed as an early product with room for expanded district coverage and features

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JonzInc can help identify repeatable internal problems that deserve a dedicated tool, prototype, or customer-facing product.