Wealth Management Solution
White Label Solution
“What AI and machine learning allow you to do is find the needle in the haystack”
Bob Work -  Former Deputy Secretary of Defence

Model Portfolio Wizard

Model Portfolio Wizard
For a given level of target risk, the Wizard searches for the most optimal Model Portfolio solution based on a user’s preferences

What used to take 3 days can now be done in 5 minutes

Macro Economic Data

Macro Economic Data
The engine uses a Bayesian forecasting model to rank the probability of outperformance for the next period for each fund in the portfolio

Repeatable rules-based framework that reduces reliance of guesswork

Machine Learning Algo

Machine Learnign Algo
A data-driven approach to portfolio re-balancing

The portfolio weights are updated using a Machine Learning model which takes economic and market data as inputs