Solution introduction
Modular Investment Process
Quantitative tools for Asset and Wealth Management supporting Private Banks, Family Offices, Robo Advisory and Fund Managers
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.
