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
Goals Based Planning
Asset Allocation