Experience the future of portfolio management with our AI Portfolio Builder tool. Harness the power of artificial intelligence to craft investment portfolios with unparalleled precision and efficiency. Stay ahead of the curve in the ever-evolving financial landscape.
AI
Unlock wealth management excellence with our AI tools, placing client focus at the forefront. Automate tasks, diversify investments, and elevate the client experience through cutting-edge Machine Learning and Artificial Intelligence.
Key benefits
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3 step approach + 2 minutes = your tailored portfolio
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Align with your client’s values, vision and needs
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Make informed decisions with our AI Optimizations
Key features
- Wide Universe to Select
+10,000 Global Stocks | +100 Global Indexes | +300 Thematics - Co-Creation Directly with Client
Sector Screeners | Smart Beta Factors | ESG Factors | Inclusion/Exclusions - Advanced AI Optimizations to Allocate Capital
Direct Indexing | Equal Weights | Market Capitalization | Max. Diversification | Min. Volatility | Risk Parity | Sharpe Ratio
Process diagram
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Select your investment
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Choose a universe
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Personalize your portfolio
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Apply an AI optimization algorithm
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Analyze your customized portfolio
Product specifications
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+300 different universes
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7 types of optimization
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+30 different filters