Market vertical: Investment Professionals
Our High-precision advisory offers personalized, goal-based advice visualizing individual life-time investment, risk-level and possible deficit/surplus scenarios giving full control over portfolio allocation and investment opportunities at all stages of the investment.
Market vertical: Mass-market
Our Robo-advisory is available for white-labelling. It is based around our patented investment algorithm and provides consistent and objective financial advice, adjusting allocations in real-time for changes in market conditions allowing sign off on predetermined investment plan for investors at all wealth levels.
Our patented Path-dependent Optimization Model takes into account all future probable scenarios giving a more accurate and just 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.
Risk profile & compliance
The 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.