Advanced analytics democratized
Unlock the power of sophisticated financial insights. With MantaWealth:

• Gain a precise understanding of the true exposure of your portfolio thanks to our factor-based exposure model
• Allocate assets / re-balance your portfolios using institutional-grade algorithms
• Clearly identify the drivers of your portfolio's performance through Performance Attribution Analysis

With cutting-edge tools and intuitive interfaces, we bring tools that were once the reserve of large institutions to wealth managers of all sizes.

Real risk exposure
Accurately assess the portfolio’s exposure to geographies, sectors, currencies, or custom factors, overcoming the limitations of traditional reference data. Our engine correlates your portfolio's characteristics to 100+ factors, allowing you to understand its true exposure.

Optimized asset allocation
Go beyond basic asset allocation strategies. Our tools leverage quantitative analysis to optimize portfolios for optimal returns based on your client's risk constraints.

• Leverage our optimizer to calculate asset allocations based on goals like risk minimization, diversification or benchmark tracking;
• Constraint the allocation based on your preferences including sector, currency, asset class, instrument and geography.

Performance attribution analysis
Gain clarity on portfolio performance with institutional-grade attribution analysis. MantaWealth breaks down returns into Allocation, Selection, and Interaction Effects - revealing how decisions drive results.​

Analyze performance across sectors, geographies, and asset classes using Brinson-Fachler and hierarchical models. Replace guesswork with insight, and identify what’s working with data-driven precision. This powerful capability, once locked behind costly legacy platforms, is now available, helping you improve your risk-adjusted returns.

High-fidelity stress testing
Simulate stress scenarios over historical periods for precise risk evaluation. Compare different portfolio allocation and risk management strategies.

Continuous monitoring
Let our technology continuously monitor your portfolios, allowing you to automate the rebalancing process and keep investments aligned with your strategy. On the right is an example based on Ray Dalio's "All Weather Portfolio". Ray's original values are provided for reference. We are balancing this portfolio using our volatility based asset allocation, which is geared towards performance. MantaRisk's values are updated daily.