Wealth management made simple.

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We are creating solutions for wealth management

Reporting, Portfolio optimization, Simulations and Stress testing in a single simple tool


Personal researcher

Value of a dedicated researcher and assistant, available anywhere and on any device, easy like an app

Instant portfolio changes

Portfolio construction, allocation and optimization made in an instant with only few clicks.

Revolutionized client experience

Reports, insights, branding. Our tool explains your clients everything in an easy and visually attractive style. Customer satisfaction multiplied.

Saved time

Reporting and advanced research insights at a fraction of the time, just few clicks away. No extra effort needed.

Product Features


Portfolio Reporting

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Portfolio Optimization

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Asset Screening

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Simulations & Stress testing

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Portfolio Reporting

Show your clients their portfolios whenever they want. Create a customized report for them in a few clicks.

Portfolio Optimization

Select from a number of indicators to optimize the weights of investments in your client's portfolio according to his preferences.

Asset Screening

Screen potential new investments based on our statistical tool.

Simulations & Stress testing

Use simulations and stress testing to discover possible scenarios that may happen in the future.

Interested to hear more?

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We are happy to discuss and address your personal needs.


What we do.


Our Vision

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.

Our Mission

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.

Who we are?

We are a team of researchers and entrepreneurs from world's best universities.


We are part of the F10 Accelerator programme in Zurich


Ras Molnar

CEO

Davide Benedetti

CRO

Jana Trnovska

COO