Research

Let us be the compass that guides you towards effective portfolio management. Harness real-time data and cutting-edge analytics to uncover investment insights, evaluate market trends, and fine-tune your strategies.

Asset Allocation

This powerful tool leverages advanced algorithms and real-time data to help you strategically allocate your assets, effectively diversify your holdings, and manage risk like never before.

Key benefits

  • Adapt to your client’s risk profile

  • Explain the rationale behind your decision-making

  • Expand your client’s horizon

Key features

  • Maximum Asset Diversification
    Asset Classes | Sectors | Geographies | Durations
  • AA Strategies from Most Influential Investors
    Ray Dalio | Warren Buffett | Harry Browne
  • Risk Profile Adaptation
    Play with weights to test different strategies
  • Fundamental, Risk and Backtest Analysis
    Iterate the asset allocation strategy based on real-time analytics

Summary video

video

Process diagram

  • Pick a strategy

  • Adjust weights

  • Access deep analytics

  • Create and share a PDF

Product specifications

  • +30 types of assets

  • 5 different predefined strategies

  • +50 performance metrics to evaluate

Target client

RIAs

Empowering RIAs with robust investment research and client-centric tools, we help them build strong relationships and achieve outstanding financial outcomes for their clients.

Family Offices

We understand the complexities of managing family wealth, and our specialized tools enable family offices to streamline operations and preserve and grow wealth across generations.

Wealth Managers

Providing personalized strategies and expert guidance, we empower wealth managers to deliver exceptional financial planning services tailored to their clients’ unique goals.

Private Banks

With a focus on exclusivity and superior client experiences, our platform equips private banks with cutting-edge technology to elevate their wealth management services.