Capital Management with Machine Learning.
Grow with Confidence.

Integrate sciences into your management process. Focus on the BIG picture.
Set up asset allocation rules and keep the portfolio running as you intended. Reblance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk adjusted return metrics.
Lower your infrastructure cost to — Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more powers.
Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard.
Our capital management software are built with your clients in mind. We combine data and behavioural science to generate quality inputs and meaningful insights for your clients’ financial goals. Focus on client engagement and let the automated system guides the discovery process.
Use your data to enrich your portfolio management practice. Works with Factset, Microsoft Excel and CSV, Interactive Brokers. Analyze your past performances and draw down risks. Build, test, and optimize trading strategies based on different technical rules.
Visualize how a trade could affect the portfolio risk quantum — before you make the trade. With data science, you can preview risks using historical data, allowing you to better manage your compulsions and respond to risks orderly and systematically. Market is always unpredictable; your actions don’t have to be.
Risk Management
Price Simulations
Backtesting
Equity Analysis
Momentum tests
Asset optimizations
Financial profiling
Equity Research
ETF management
Data-driven Modeling
Event-driven Modeling
Hedging Strategies
Risk Analytics
Model Management