Enhance your fund advice value
Family Offices, Financial Advisors and Intermediary.
Savings Advisors, Wealth and Asset Management Advisors, Solution Engineers, Fund Selectors.
Fund Selectors, Financial Engineers
Solution Engineers, Client Managers, Sales, Product Specialists.
Simplify the advice construction
Intelligent fund search and portfolio construction engine
In 10 minutes, find the best funds and build the portfolio best suited to the client’s risk profile.
Intuitive performance & risk simulator beyond historical data
In 5 minutes, illustrate the financial savings plan projection, its historical behaviour and future scenario risk.
Fully automated tracking and first class design reporting
Within 1 click, visualize the tracking, send the regulatory and client reporting automatically.