Our investments in AI & machine learning allow you to focus on what you do best

A robust platform and products that can be easily customized to your brand and market needs, to help you rapidly launch your own automated advisory products

Consumer Robo

An unparalleled experience

Our core robo-advisor product can be easily white-labeled or co-branded and taken to market by leading financial institutions.

  • Applied AI & ML algorithms delivering superior portfolio performance
  • Every customer enjoys completely individualized portfolios, tailored to their specific needs
  • Daily portfolio analysis and automated rebalancing keep customers on-track to meet their goals

Advisor Platform

Deliver hybrid robo advice to your clients

Increase productivity and results with a hybrid experience: the benefit of your high-touch financial advisors, supported by our technology platform.

  • The same core features as our Consumer robo
  • Impersonator mode lets advisors take over from their clients and enhance their digital experience
  • Perform "what-if" robo-analysis on existing portfolios
  • Advisor Dashboard with advanced analytics

Corporate Robo

Intelligent Liquidity Management

Built for investment managers and treasurers, our corporate solution allows liquidity to be more effectively managed.

  • Model cashflow forecasts, liquidity needs and available surplus
  • Input company-specific constraints (e.g. limit the investment universe to particular classes of assets)
  • Generate optimized short-term investments plans
  • Automated execution and rebalancing

Algorithmic Fund Construction

Optimized, efficient, self-managing

Use our algorithms and technology platform to construct and automatically manage new funds e.g. launch products that can:

  • Augment and enhance your existing product offering, providing increased diversification and uncorrelated exposure without competing with your established offerings
  • Use an investment universe focused on specific themes e.g. clean-tech; environmental & social responsibility; gender diversity & equity; Sharia-compliant funds...

Curious? Request a product demo or get in touch with us today.