Grow your investment business with Risk-as-a-Service
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 wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations.
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
Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe.
Perform pre- and post-trade compliance checks to ensure investment suitability for MiFID II, FIDLEG and HKMA.
Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio.
Identify all portfolios with breaches on the investment suitability and asset class strategic allocation.
Enhance reporting with aggregated and drill-down views on risk, including sensitivities of moves on market variables.
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
Cloud-based solution that works wherever you want to
Smooth API integration, a fraction of usual duration
A foundation built to scale infinitely
Unmatched scope and performance
Multi-asset class, including OTC and structured products
Market, credit and liquidity risk of every instrument
Risk metrics computed & delivered in less than a second
Reducing total cost of ownership
Subscription fee based on # of instruments and portfolios
No market data, no infrastructure required
Enabling easy product operation workflows
Access our solution through the tools you already use
Get it fully integrated with your existing core banking or PMS.
Obtain the risk analytics directly in your spreadsheet by installing our Add-in.
Access it through partners which have embedded it in their PMS.