Solution introduction

Advanced risk-rated model portfolios

We combined a team of technology and financial experts that work to meet and exceed our client’s expectations

Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology.

Performance-based information on investment assets is widely available
We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage based on data analytics.

Why: After the global financial crisis, new customer segments and participation of new players financial firms saw a need for additional help in building data-centric portfolios that more closely aligned to internal data (Risk profile of their clients and external data). 

Taking into account 4 pillars:

  • Create a holistic financial planning and automate all investment management tasks
  • Enhance performance and guide the investor on a lifetime investment journey 
  • Take control of the relationship as we take care of the investment management process
  • Ensure full compliance and better investment recommendations

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