Analyzera enables scalable personalisation by empowering organisations with tools to build and evaluate investment ideas in seconds, fully suitable to client profiles, and the ability to analyse portfolios on-the-fly during meetings
Enabling a higher degree of personalisation
Personalisation is difficult to scale, often leading to standardisation and model portfolios. Analyzera changes the picture, by enabling fully personalised yet suitable portfolios to be built at any time, in seconds.
Autonomous agents: Sentry
Sentry helps ongoing client work by automatically monitoring markets, tax situations and mandates, and informs when to take action.
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’s stack 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, making it possible to answer and act with confidence in seconds rather than hours or days.
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.