innovative Advisory
Market vertical: Investment Professionals
Our innovative advisory offers personalized, goal-based advice and allows the in-house analyst team to leverage their own market predictions in order to control the way each portfolio navigates the market
AI Financial Advisor
Market vertical: Retail-market
Our AI financial advisor provides consistent and objective financial advice and is accessible to investors at all wealth levels
Goal-based optimization model
Our patented goal-based optimization model takes into account all future probable scenarios giving a more accurate interpretation of the future. It is set to adjust allocations in real-time for changes in market conditions and personal circumstances, enabling complete allocation control and market navigation.
Highly configurable Risk profile & compliance
Our risk profile & compliance capabilities offer a tailored and comprehensive risk profile that is at all times compliant with rules and regulations. The framework is set to handle current and future rules & regulations leading to increased efficiency and reduced cost of compliance.
