Solution introduction

Data-driven investment strategies

Custom-built for your firm

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 equities and ETFs. Our portfolios seek to deliver consistent risk-adjusted returns by continuously evaluating factor exposures, alpha signals and risk constraints.

Data-driven, adaptive portfolios
Powered by multi-factor models and machine learning algorithms, STRATxAI portfolios dynamically adapt to evolving market conditions.

Client-first Aapproach
Every portfolio is developed in close collaboration with each client, ensuring a truly bespoke solution tailored to their needs and goals.

Cost-effective customization
STRATxAI delivers personalized portfolio solutions and dedicated support – without the high fees of traditional off-the-shelf providers.

Seamless integration
White-labeling and API access are available upon request to ensure seamless integration into existing offerings.

 

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