Our algorithm is based on a Nobel Prize
Winning Theory. With back-tested performance and clear result, our algorithm is
one you can trust.
The solution offers automated rebalancing
advice for the clients, allowing you to focus on acquiring new clients rather
than managing existing ones.
The advice generated is powered by human
advisors. You have the ability to input your own market forecasts and reflect
your opinions on the portfolios generated.
You might not be always confident about your
forecasts and that's okay. You have the ability to adjust your confidence in
Our algorithm offers you the chance to input
constraints on the model, depending on how you see it fit.
Lite cRM TOOL
We offer a lite CRM system that allows
advisors & brokers to optimize their sales process & target customers
We have designed a portfolio analysis tool
specifically for the situation the brokers find themselves in. Our goal is to
offer answers to any question in under 3 minutes, improving the client
experience and increasing sales.
Managing your existing clients has never
been easier. Through one standardized paragraph, and personalized emails, you're
able to update your clients on major movements in the market through one
Our risk profiling system is based on the
latest behavioral psychological research, taking it one step further from
traditional KYC forms. If you choose otherwise, we can always adapt to
your existing processes.