Solution introduction

FUNDSaiQ stands as a comprehensive platform for financial advisors, leveraging AI and machine learning technologies

It empowers advisors to pinpoint and track the top 2-3% of funds that consistently outperform passive investments. Additionally, it offers a customizable ESG filter, allowing advisors to apply flexible criteria aligned with their preferences

Fund Selection
The Data Science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique.

ESG
FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or exclude sectors of their choice. All this to assess a fund managers’ long term potential for long term sustainable outperformance that matches clients’ needs.

Alerts
We monitor and alert on changes in performance, team composition and style drifts etc. Our platform will help you improve your chances of guiding clients to invest in long term winning teams versus an internally developed selection process or other alternative selection platforms.

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