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World class asset allocation analysis at your finger tips

Let us help you build your asset allocation analysis and advisory sites and services.

Build Portfolio Automatically

We help you build rule-based strategies that automatically select portfolios of ETFs and mutual funds. You can also build your own portfolios from scratch and monitor their performance or enhance them by minor or major revisions.

Full Access to MorningStar data

As a MorningStar partner, via us, you can get access to all MorningStar data as well as several MorningStar Direct features on our platform.


On top of that we have put several years of asset allocation and risk management theory and best practice into code that you can access via our API-library. Asset allocation has never been so easy!