Fund Management and
Investment Advisory SaaS for
the Sharing and Digital Age

Do You Want To:

Provide personalised investing solutions and deliver them digitally at competitive fees
Deliver thematic, Sustainable and Responsible Investing (SRI), multi-factor and goal based investing
Leverage on the sharing economy and smart analytics to improve profitability
Launch global investment products without additional headcount or expenditure on systems
Focus on client engagement and grow your business without being entangled by onerous back office operations

Our white labelled solutions enable institutions to launch within weeks and
without costly infrastructure investment.

Investing using thematic, Sustainable and Responsible Investing (SRI), multi-factor and goal based concepts
Customisable portfolio construction solutions your clients' differing investment needs
Integrated portfolio construction, risk and transaction costs management, producing optimal portfolios
Streamline idea generation, backtesting, personalisation and deployment on a single platform
Multi-factor approach including alternative data and based on Markowitz's Nobel prize winning approach

Automated portfolio rebalancing and monitoring with straight through processing
Customisable fee plans and client billing integrated with Customer Relationship Management
Choice of account base currency with automated FX conversion for non-base currency trades
Integrated client reporting and portfolio performance attribution
Partnership with a global broker for low cost and best price execution and custodial services

Track digital footprint of investment products from leads to conversions and to fees generated
Analytics to manage, track, analyse and optimise outreach campaigns in real-time
Transparent system to reward excellent client engagement and investment performance
Customisable business logic to shape team dynamics & suit business case
Feedback real-time analytics and performance to manager and individual stakeholder

Impress users with personalised portfolio using Nobel Prize winning approach
Build relationships on social media in real-time and funnel leads to conversions
Converse in multiple languages and respond to customers at scale
Automate dissemination of insights and client service with option to transfer chat to human
Proprietary data taxonomy and customisable responses to make the bot uniquely yours