Customisation & White Labelling
White labelled, custom designed solution for your business. Customised branded portfolios and reporting.
We use sophisticated machine learning algorithms to trawl the market, create and analyse, on an ongoing basis, risk-targeted portfolios.
Analytics generate insight into the portfolios, forecasting maximum loss scenarios and projecting returns or probabilities.
Our investing solution integrates investment management with goal planning directly. Performance can be viewed as progress against a set goal rather than solely against a performance benchmark.
Discretionary Fund Management
(DFM) with a difference
Use our sophisticated machine learning algorithms to create customised ETF portfolios at a fraction of the cost of traditional unit trusts or use the same techniques to create optimised portfolio of diversified unit trusts.
Leverage a consumer-friendly, online experience that reflects your branding and messaging.
Analytics & Reporting
Insightful analytics and data to help you understand and improve client engagement drive asset growth. Reports such as suitability reports to meet your regulatory requirement.