Manage portfolios better.

What is WealthXcel Construct?
WealthXcel Construct is suite of portfolio management tools specifically designed to automatically monitor, adjust and model investment portfolios, whilst maintaining risk suitability against a set of constraints (model, client mandate or benchmark).

Construct lets you automate the monitoring of portfolio suitability for drift and facilitates the rebalance and optimisation to bring portfolios back in line.

Solutions to complex problems.

Flexibility, insight and precision.
WealthXcel Construct provides a repeatable process to checking and ensuring the ongoing portfolio risk suitability of client portfolios.

‘Construct’ gives portfolio managers of all sizes a simple-to-use set of tools to monitor and check any number of portfolios. Suitable for a single adviser running the odd portfolio here and there, right up to firms with a CIO and teams of portfolio managers responsible for thousands of client portfolios.

Delivering success.

How Construct can help.
Construct lets you move away from spreadsheets and manual calculations. It automates risk suitability checks, rebalances and assists with portfolio construction. Leading to increased efficiency, error reduction and process reliability.

Bringing consistency
Bringing consistency without loss of discretion. Bridge the gap between central investment teams and client facing managers.

Ensuring best ideas
Monitor and ensure all best investment ideas are reflected in client portfolios. Creating better client outcomes.

Client migration
Provides a mechanism for the migration of acquired portfolios. Assess portfolios current position and transition them to the new approach over time.