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Algo-Driven Model Portfolios
Intelligent Fund Selection & Re-Balancing

Offer your own bespoke suite of top performing Model Portfolios

Intelligent Fund Selection
Using Data Science

With over 10,000 ETFs available to select from, where do you start?

Risk Targeted
Core/Satellite Portfolios

For those advisors looking to incorporate ESG funds

Machine Learning Assisted
Re-Balancing

Automate going over or underweight with your selected ETFs?
Model Portfolio Service
For Financial Advisors looking to outsource their investment proposition
Features
Core/Satellite Solutions
Accessible via DFMs
White Label Solutions
Client Hub
Market Overview
Economic Overview
Case Studies
Algo-Pack Online Subscription
Save time & improve your performance
Model Portfolio Features
Model Portfolio Wizard
Portfolio Manager
Portfolio Benchmarking
Backtesting Features
Risk Rating Analytics
Macro-Economic Signals
Momentum Signals
ETF Genie Features
ETF Screener
Personal Playlists
ETF League Tables

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