top of page

Create and manage Clients Portfolios with an extensive set of Portfolio Construction Tools.

INVESTMENT PLANNING

Investment Planning

Client Onboarding

  • Seamlessly onboard new clients and kick start their investment portfolios
Client Onboarding

01

Model Portfolios
  • Create or leverage on preset Model Portfolios using our unbiased engine

Portfolio Management

Portfolio Tracking

02

  • Allocate appropriate weights to assets selected
Asset Selection
Sharpe Ratio

Asset Selection

Tracking Error

03

  • Select and allocate funds to products, analyse using various criteria and ratios
Order Log Book

04

Order Log Book

  • Keep record of transacted units and prices

Learn more about the platform by finding out client specific features or Contact Us

Other Solutions

Optimizer

UNIQUE

OPTIMIZERS

Goals Based Planning

GOALS BASED

PLANNING

Asset Allocation

BUSINESS

MONITORING

bottom of page