Active Asset Allocation
HQ Address
2, Rue Guiglia, Nice, Alpes-Maritimes 06000, France
Website Address
Business introduction
Coanda, the digital marketplace for savings
We empower every financial institution and individual to achieve their financial goals, regardless of wealth or education
Established in 2010, Active Asset Allocation (AAA) is a FinTech company specialised in financial engineering. We provide digital tools to help asset management companies, insurance companies, and financial products distributors better serve their clients.
AAA allows for the creation and monitoring of personalised investment solutions, as well as improved explanations and understanding of these solutions by financial advisors and investors. Using artificial intelligence and our cloud-based digital platform Coanda, we offer our clients an innovative savings ecosystem that improves their operational processes and helps them stand out from the competition.
Active Asset Allocation Solutions
Coanda
Communication and collaboration difficulties, high operational risks, time-consuming and repetitive tasks, lack of infrastructure adapted to monitoring joint work: these are just some of the difficulties encountered by players in the savings ecosystem. Our SaaS and AI-powered platform , Coanda, encapsulates all of our expertise (asset allocation, digital and AI) to......
business needs
- Digital (Robo) Investing
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Delegated Management Observatory
Although delegated management is a widespread management mode, beneficiaries lack relevant references against which to benchmark their profiles: Diversified open-end funds not directly comparable, no euro fund component. Published profile returns on the internet are scarce, often 100% ETF and limited to digital players. Returns published in the press are available once a......
business needs
- Benchmarking & Competitive Intelligence
- Financial Markets Research & Analysis
- Qualitative & Quantitative Research
Financial Engineering Service
Stochastic simulations: we generate and provide you with simulation sets on a wide range of asset classes. You can use this data as part of our simulators, or to feed your own tools. Strategic Allocation: we diagnose, study and optimize your asset allocation, with a view to increasing your portfolio's chances......
business needs
- Financial Markets Research & Analysis
- Qualitative & Quantitative Research
- Risk Analysis & Management
