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We provide a Digital Practise

Management

solution​ for advisors

White labelled "robo" investment and risk solution

DFM service creates 
risk targeted ETF or unit trust portfolios using our sophisticated machine learning algorithms  

Analytics generate insight into the portfolios, forecasting maximum loss scenarios and projecting returns or probabilities ​
SCHEDULE A DEMO
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Client Risk Assessment

Intuitive interface collects data to determine the clients risk rating.
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Customise Model Portfolios

Our technology creates portfolios that aim to produce the highest return relative to risk, investing in a range of assets classes.
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Analytics & Reporting 

Our sophisticated algorithms utilise machine learning to trawl the market and create risk-targeted portfolios.
Analytics generates insight into the portfolios, forecasting maximum loss scenarios and projecting returns or probabilities.
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Digital On-Boarding

Simple online client on-boarding that requires no paper work. All the information is stored securely on cloud-based or in-house databases with fully-customisable user rights access and automated alert notifications.
  • We have streamlined and automated the application and on-boarding process to enables clients to open an account, fund it and begin investing in as little as 30 minutes compared to the typical week-long account opening process of traditional investment advisors.
  • Brief automated online or mobile phone application that asks users tangible, straight-forward and easy to understand questions about financial goals, risk tolerance and investment horizon.
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Advisor & User Dashboard

Our Intuitive Graphical User Interface allows advisors and users to monitor risk and reward quickly and comprehensively.
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DIGITAL WITH A HUMAN TOUCH
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READY TO OPTIMISE YOUR BUSINESS 
CONTACT US:
Arcus Capital
2 Merchant Place, Fredman Drive
Sandton, South Africa
SCHEDULE A DEMO
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  • Home
  • Services
    • Digital Practice Management
    • Discretionary Fund Management
  • Contact