Empowering financial institutions to activate retail clients
Clients who are not eligible for private banking today often get stuck at the retail broker, overwhelmed by 10,000 different choices, or not interested in the generic nature of robo-advisors. Activating customers is a win-win for clients and banks. Investing should to some extent be exciting, but that’s not the case if you never get off the ground or end up holding investments that are not suitable.

Always there, always on
A private banker answers in a follow-up email or meeting. Analyzera Advisory builds bespoke investments suitable to the client in seconds, and answers any client question on the fly, creating confidence along the way.

Powered by AI, driven by quant
Analyzera is built on a cohesive tech stack encompassing onboarding and ongoing client management, regulatory compliance and internally built cross asset risk models, that are seamlessly incorporated into the quantitative investment engine. This leads to the ability to go from idea to execution in seconds, which would take a traditional approach many hours.

Compliance first
Analyzera Advisory is built with regulatory compliance at its core, with suitability, audit trails and reporting as a fundamental starting point. This enables MiFID II and local regulation compliance, whilst being able to deliver a fully digital investment experience.

White Label or API
Available in a wide range of formats, hosted on-site or via API. Enables the counterparty to easily dock their own set of investments, house views and existing procedures.