We know wealth, asset, and portfolio management inside out, and develop software platforms that automate and facilitate investors’, financial advisors’, and asset managers’ everyday work. We enable digital wealth management with the help of robo-advising capabilities, API integrations, asset allocation strategies based on algorithms, and big data analytics and AI. The technology stack we select is customized for each project to best address the client’s needs and desires.
Our expertise encompasses all financial and investment aspects. Whether our client requires a complex solution or separate component development, we know how to build it in the most transparent and efficient way. We deliver innovative solutions to automate and digitize the building and management of investment portfolios, provide full-service e-advisor capabilities, and increase financial experts’ productivity.
Questionnaires building. Data analytics for risk profiling (behavior data, transactions data, etc). Risk scoring
Asset classes (ETFs, mutual funds, stocks, bonds, etc). Asset allocation strategies (predefined and customized). Sleeve positions. Portfolio performance review & reporting
Algorithmic-based portfolio optimization. Backtesting. Factor analysis. Asset correlations. Monte Carlo Simulation. Timing models. Portfolio wealth analysis
Portfolio rebalancing strategies. Order management and execution. Tax efficient trading and tax harvesting. Split of transactions
Custodians / brokerages integration. Market data ETL from various market data providers. Real-time and batch processing. Big data storage. Data APIs
Financial goals setup. Scenario-based solvers. Risk assessment
Investors onboarding. KYL and AML, identity management. Billing & payments. Document management. 3rd party CRM integrations. Behavioural analysis backed by AI
Digital record-keeping tools. Regulatory and suitability auditing & reporting
Investors' mobile dashboards. Advisors mobile console. Mobile trading apps
Security module. Internationalization. Scheduling. Logging & auditing. Automated alerting & notifications
Automated financial services, such as portfolio management and financial planning and management, to enable advisors to provide well-diversified investment portfolios that match clients’ risk tolerance and investment objectives.
Massive real-time datasets and modern analytics algorithms applied to new opportunities to provide deeper market understanding and increase experts’ competence.
Digitized traditional and alternative strategies for managing investment portfolios and adapting them to families’ values, conflicts, changing priorities, and internal capabilities.
Innovative algorithms utilizing Big Data, machine learning, and artificial intelligence to provide advice on corporate finance aspects, such as capital-raising strategies, mergers and acquisitions, and financial product trading.
Online platforms and APIs providing financial advisors and companies with trending news and in-depth market analytics to help them improve their services and competence.
Powerful online platforms that provide historical and real-time market data via APIs to enable financial institutions and experts to power their software products.
The first digital platform for wealth-management experts and technology leaders.
As one such expert or leader, you are welcome to join the Club.