Most small, low cost fund managers and investment advisors rely on manual processes for portfolio selection, benchmarking, and client advice.
This results in a less competitive brand and slow scaling.
They lack the time and resources for continuous improvement of their investment products.
If you are a small or medium sized mutual fund, hedge fund or financial advisor, or even an individual investor, investment analyst, a researcher or a student, we want you to love our product and tell us what we can do better, if that is not the case.
We offer a low cost platform for quantitative analysis and benchmarking of ETF-based fund of funds.
The platform helps our clients enhance their portfolio selection and advisory process, resulting in a more competitive product offering, without having to hire a team of asset allocation experts.
Our solution helps fund managers and advisors provide a superior and more personal service to their clients, compared to robo-advisors, at competitive cost levels.