Reporting, Portfolio optimization, Simulations and Stress testing in a single simple tool
Value of a dedicated researcher and assistant, available anywhere and on any device, easy like an app
Portfolio construction, allocation and optimization made in an instant with only few clicks.
Reports, insights, branding. Our tool explains your clients everything in an easy and visually attractive style. Customer satisfaction multiplied.
Reporting and advanced research insights at a fraction of the time, just few clicks away. No extra effort needed.
Show your clients their portfolios whenever they want. Create a customized report for them in a few clicks.
Select from a number of indicators to optimize the weights of investments in your client's portfolio according to his preferences.
Screen potential new investments based on our statistical tool.
Use simulations and stress testing to discover possible scenarios that may happen in the future.
Imagine if feeling in control was effortless. Our vision is to do just that. We are a partner in providing comprehensive client portfolio care. We strive to help you to exceed your clients’ expectations.
We equip you with the right tools so that management, optimization, testing and reporting of client portfolios is seamless. We seek to make your life easier all the same while helping your clients to feel in control. So why ride a bike when you could fly a plane? We empower you with the best possible tools so that you can devise symphonies instead of melodies. We show that simple, fast yet advanced solutions are the only way forward.
We are a team of researchers and entrepreneurs from world's best universities.