Modular Investment process
Client Risk
Goal based profiling of client, comparing to existing or new portfolios.
Asset Allocation
Accommodate different investment strategy, benchmark and model portfolio.
Product universe / Selector
An investment process that can select from all asset classes.
Portfolio construction and rebalancing
Automated portfolio construction and re-balancing based on financial modelling.
Performance and risk analysis
Dashboard of intuitive and innovative indicators highlighting portfolio health.
Robo ChatBot
A Robo Advisor Chatbot demo for #SGFintechFest. It is a facebook messeger chatbot that use cognitive conversation to build portfolio for you. Click “Message Us” below and say ‘Hi’
About
We offer an innovative multi-asset class portfolio analysis platform for Wealth Managers and Individuals to manage the risk and performance paramaters of their investments. Combining sophisticated analytics and innovative visualisation, our platform delivers an intuitive view of performance, volatility and risk across all levels - your aggregate book, individual client portfolios and single asset level.
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Statistatical Analytics
Identify and isolate key drivers of portfolio performance including factors that cut across traditional segmentation (geographies, sectors)
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Real Time Monitoring of Risk Limits
Complete set of risk metrics at aggregate book, client portfolio and single asset level through 3 different methodologies: Value at Risk (Var), Asset Concentration and Volatility
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Visual & Intuitive Dashboard
Rapid assessment of key metrics via traffic lights with interactive drill-down functionality