Grow and scale your
investment business
Delight clients
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them.
Empower your team
Unlock the full potential of advisors and RMs with automated investment recommendations, enhanced risk analytics and decision-support simulations.
Drive growth
Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments.
Get answers to the critical questions your clients have
Drive every aspect of your wealth management forward
Portfolio construction
Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe.
Suitability checks
Perform pre- and post-trade compliance checks to ensure investment suitability for MiFID II, FIDLEG, HKMA and MAS.
Portfolio simulation
Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio.
Monitoring
Identify all portfolios with breaches on the investment suitability and asset class strategic allocation.
Reporting
Enhance reporting with aggregated and drill-down views on risk, including sensitivities of moves on market variables.
Portfolio optimisation
Get recommendations for best trades to move the existing client portfolio closer to the target allocation.
Benefit from a solution accelerating the return of investment
Easy to build, even easier to extend
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Cloud-based solution that works wherever you want to
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Smooth API integration, a fraction of usual duration
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A foundation built to scale infinitely
Unmatched scope and performance
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Multi-asset class, including OTC and structured products
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Market, credit and liquidity risk of every instrument
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Risk metrics computed & delivered in less than a second
Reducing total cost of ownership
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Subscription fee based on # of instruments and portfolios
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No market data, no infrastructure required
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Enabling easy product operation workflows
Access our solution through the tools you already use
Direct access
Get it fully integrated with your existing core banking or PMS.
Excel Add-in
Obtain the risk analytics directly in your spreadsheet by installing our Add-in.
Through partners
Access it through partners which have embedded it in their PMS.