STRATxAI
HQ Address
23 Fitzwilliam Street Upper, Dublin 2, Leinster, D02 DF74, Ireland
Website Address
Business introduction
Deliver Customized Portfolios. Operate at Scale
Empowering advisors to scale portfolio customization, deepen client relationships, and grow AUM
We empower advisors to build, optimize, and manage custom portfolios at scale. Our AI-powered investment solutions and custom model portfolios serve RIAs, asset managers, and wealth management platforms. At the heart of our offering is a proprietary AI engine that processes over 8 billion data points daily – delivering actionable insights that enable scalable customization, streamline investment workflows, and improve client outcomes.
STRATxAI Solutions
Custom Model Portfolios
STRATxAI designs and delivers custom model portfolios aligned with each client’s investment philosophy, risk tolerance, and objectives. Portfolios can be hosted on our platform, integrated into existing systems via API, or provided as a white-label solution with firm-branded factsheets. We employ a bottom-up quantitative approach to security selection, dynamically allocating across......
business needs
view solutionPortfolio Intelligence Platform
Portfolio workspace Build custom client portfolios in a few clicks, compare model portfolios side-by-side, upload existing portfolios for real-time analysis and tailored recommendations, and blend multiple strategies into risk-aware portfolios – all in one intuitive workflow. Investment insights lab Power your security selection and research with actionable insights on 10,000+ stocks and ETFs.......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
White Label Integrations
White Label Integrations deliver a firm-branded portfolio management platform designed for customized model portfolio delivery at scale. Each launch includes a dedicated login environment and branded experience aligned to your firm's identity and investment philosophy. Branded experience Launch a fully customized platform with your firm’s logo and domain, offering your advisors a......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
