Redefining Wealth Management.

Using ETFs, Model Portfolios & AI to empower Financial Advisors and Wealth Managers to deliver cutting-edge, high-performing investment solutions.

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Retain control, in-source your model portfolios.

With Algo-Chain as your partner, reshape the future of investment management.
Offer high-quality ETF Model Portfolios while retaining full control.

Algo-Chain’s White Label Model Portfolio Service

ETF investment team working in a modern office

Your Own Bespoke
Model Portfolios

  • Suite of multi-asset target risk portfolios
  • Core-Satellite themed portfolios
  • Denominated in GBP, EUR, CHF or USD
Automated ETF factsheet generation with data analysis

Automated
Factsheet Generation

  • Highly configurable JSON setup
  • Detailed performance analytics & top holdings
Graphical representation of ETF portfolio composition

White Labelled Monthly
Market Research Pack

  • Suitable for an investment committee
  • Market commentary & analysis available for clients

Our AI-driven, white labelled model portfolio solutions are designed for Financial Advisors & Wealth Managers. Combining ETF expertise with cutting-edge technology, we simplify investment management and help our clients deliver exceptional outcomes for their end investors.

Model Portfolio
Masterclass Series

Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, PhD & Irene Bauer, PhD, this series aims to share their many years of hands-on experience with Wealth Managers & Financial Advisors who are looking to offer their own suite of Model Portfolios.

Covering everything from portfolio construction using ETFs, to the more ambitious goal of actively managing an optimized portfolio using trading signals.

Our goal is to help you deliver top quartile performance.

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Algo-Chain: Innovators in Model Portfolios

Algo-Chain: Innovators in Model Portfolios

Algo-Chain CEO Allan Lane, Vanilla Funds COO Stuart Rabner, and Alex Watkins at LSE launch event

January 2025 – Vanilla Funds celebrates the listing of its second Exchange Traded Model Portfolio on the London Stock Exchange, in partnership with Algo-Chain. At the market close ceremony, Stuart Raber, COO of Vanilla Funds, receives a commemorative glass tablet from Alex Watkins, Head of ETP Business Development at the LSE, joined by Allan Lane, CEO of Algo-Chain.

List Your Model Portfolio

"Insightful and inspiring as always, Allan! The integration of AI-driven tools into the creation and distribution of fractionalized model portfolios is truly groundbreaking. The collaboration between Algo-Chain, Vanilla Funds, and the London Stock Exchange is a testament to how technology can revolutionize wealth management. Congratulations on this remarkable achievement and for continuing to lead the charge in innovation!"

Nicholas Phillips - ETF Capital Markets Advisors - President

Discover the Algo-Chain Advantage

Chief Investment Officer analyzing ETF portfolios

Implementation
Options

  • As a white labelled micro website
  • Via Algo-Chain’s REST API
  • On platforms such as Transact Online, M&G & others
Innovative business technology for ETF portfolio optimization

Access to Algo-Chain’s
Model Portfolio platform

  • AI assisted ETF search engine
  • ETF trading signals analyzer
  • AI asset allocation wizard
  • 3rd generation portfolio optimizer
Business team analyzing ETF investment data

Exchange Traded
Model Portfolios

  • List on The London Stock Exchange
  • Fractionalized Investing
  • Designed for global distribution
  • Ideal for multiple platforms
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How Our Investment Process Works

At Algo-Chain, we look to help wealth managers and financial advisors to deliver cutting-edge investment solutions that keep them ahead in today’s fast-evolving market. Our aim is to help them deliver top quartile performance to their clients. Here’s how our innovative investment process works:
Step 1: Setting the investment mandate

Step #1: The Investment Mandate

Target Risk Portfolios

Our Target Risk Multi-Asset Model Portfolios are designed with precision to align with realistic loss expectations while minimizing downside risk. Whether your clients’ profiles are Cautious, Balanced, or Adventurous, we focus on delivering risk-adjusted total returns tailored to meet their specific goals.

Step #2: Laying The Foundation

Strategic Asset Allocation

Strategic Asset Allocation is at the core of our investment success. Leveraging our proprietary AI-powered ETF Search Engine, we craft optimal allocation models that are aligned with forward-looking economic forecasts. This ensures that every portfolio meets its target risk level and remains resilient through market cycles.

Step 2: Developing strategic asset allocation
Step 3: Conducting investment research

Step #3: Investment Research

Portfolio Implementation

Our approach combines the best of active and passive investment strategies. We select from a wide universe of asset classes, including Equities, Fixed Income, Commodities, and Alternatives, to implement asset allocation models that provide broad diversification and opportunity for growth.

Step #4: Portfolio Stress Testing

Ensuring Robustness

We stress test portfolios across a wide range of market scenarios to ensure they remain consistent with the agreed investment mandate. This safeguards against excessive drawdowns and provides an added layer of confidence for your clients, even in challenging market conditions.

Step 4: Stress testing ETF portfolios
Step 5: Portfolio rebalancing for optimized returns

Step #5: Portfolio Re-Balancing

Tactical Adjustments

Portfolios and underlying ETFs are monitored daily. However, we only rebalance when necessary, striking a balance between maintaining alignment with the investment strategy and minimizing trading costs. Additionally, we may make discretionary adjustments to capitalize on evolving market opportunities and cycles.

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Client Success Stories

"We were very pleased with the successful launch of the Blue Chip Portfolio ETP and our partnership with Algo-Chain has certainly lived up to and exceeded our initial vision. It is with no hesitation that we find ourselves already launching our next Exchange Traded Model Portfolio, with the aim of delivering innovative investment solutions to Financial Advisors across the globe.”

Stuart Raber, Chief Operating Officer of Vanilla Funds

Testimonials

I’ve been working with the team at Algo-Chain for a number of years now and have been more than happy to recommend their ETF based solutions to our clients, as increasingly their tools are saving end users valuable amounts of time.
Dan Carter
Director, PKF Seychelles
Algo-Chain’s API has been vital to our Wealth App, seamlessly connecting our Model Portfolio platform to ensure end investors benefit from portfolio adjustments. It has significantly improved our portfolio rebalancing process.
Wes Wilkes
Founder, FINT Invest
Excellent system, great team. Easy to navigate, create and monitor bespoke baskets and ‘ready-made’ baskets on your own drivers. Easy to create reports and graphs and sort output, great analytics.
Nicholas Roe
Chief Operating Officer, ‍Lambourn Capital

Trusted by these Wealth Managers:

Linear Investments - Global Trader and Full-Service Prime Broker
Ironmarket Wealth - Full Advice and Investment Service
SwissDirekt Wealth - Private Wealth Manager in Switzerland
Vanilla Funds - Fund Management Solutions
Algo-Chain © 2025 is the trading name of Twenty20 Solutions Ltd. Mermaid House, 2 Puddle Dock, London, EC4V 3DB. Registered in England & Wales under No. 08428818.
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