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Investment Engine

The heart of your
investment offering

You retain full ownership of the advice and outputs generated by the platform. Our Investment Engine empowers you to embed your distinctive investment philosophy, making it transparent and accessible to your investors, through our suite of applications and APIs

Multi platform solution

The Investment Engine offers a multi-platform solution, enabling you to deploy diverse investment platforms tailored to specific purposes. This flexibility ensures targeted personalization and customization, aligning perfectly with investor preferences and distinct investment goals.

Instrument and selection

The Investment Engine allows you to set up the investment universe you offer to your investors. Choose from mutual funds via our data integrations or input your own data for custom products like mandate portfolios

Risk model

Using an algorithmic approach, our platform processes investor input to generate a risk score. This score can be aligned with portfolios, ensuring consistent assessments for similar investors.

Compliance by design

The Investment Engine ensures that the advice given is complete and alerts advisors to any missing information. You define the guidelines and the extent of advisor autonomy; our engine then monitors and guarantees adherence to your compliance standards

Portfolio construction

In our platform, portfolio construction is fundamental. The Investment Engine equips you with diverse methods, from the hands-on approach of manually created portfolios to sophisticated, dynamic portfolios derived from proven portfolio optimization frameworks.

Integration platform

All investor data can be swiftly extracted via our integration platform APIs. This enables you to oversee advice and tailor the subsequent journey of the proposal

Accounts platform

Optimize workflows with our accounts platform, enhancing investment flows with the data you have on an investor's existing holdings

Forecasting and calculation

The Investment Engine provides built-in functionality for portfolio and risk insights, including forecasting, historical return analysis, statistics, and other essential analytics. These features offer valuable insight for both investors and advisors

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