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Bespoke ETF Portfolios for Wealth Managers

Offer state of the art ESG and Themed Investing solutions tailored to each client

How can Personalized Portfolios help you grow your client base?
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We offer tools for Model Portfolio construction and an API to power your own web site
Personalized Advice In a world of increasing choice, as a Wealth Manager or Multi-Family Office, it is time to step up to the challenge
Themed Investing Pack
For Wealth Managers wanting to fast track the opportunity of offering personalised portfolios from their own website

ESG & ETF Analytics

Provide your clients with access to more detailed information on ESG and themed investing

ETF Portfolios

Algo-Chain's Model Portfolio plugin will allow you to showcase your investment recommendations

Save on Technology Costs

Our innovative use of technology sidesteps the need for any substantial development costs
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Algo-Chain's Model Portfolio Service
As an Advisor, there is no turning back, offering your clients ESG Portfolios is a must. The time to act is now!

Intelligent Fund Selection
Using Data Science

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

Risk Targeted
Core/Satellite Portfolios

Why not commission your set of bespoke Model Portfolios that are ESG compliant, you know it makes sense?

Machine Learning Assisted
Re-Balancing

Need some help with the re-balancing? Fully automated and discretionary services can both be tailored to suit your needs
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The Model Portfolio Algo-Pack
For Investment Managers wanting to design & manage their own ETF Portfolios, our online tools will save you days

Model Portfolio Wizard

The Wizard's innovative approach allows you to compete with the very best investment managers

Risk Rating Analytics

Backtest your portfolio to determine which Target Risk Rating is most suitable

Macro-Economic Signals

Use the latest Macro-Economic data to identify the most promising investment opportunities
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