Our platform can power your advisory services and broking platform by bringing in most sophisticated techniques that provide fiduciary standard of services.

Components of Advisory Services

Our Platform offers some of the most cutting edge solutions to power your digital advisory services

Efficient Portfolio Optimizer

The optimizer based on the principles of Modern Portfolio Theories converts your market expectations to a risk based investment strategy for the customers.

Automated Cash flows based Financial planning

The sophisticated algorithm simulates and gives a full cash flow based financial plan for the investors.

Scenario Testing

Our makes it easy to test small changes in the situation. Whether it is change in risk profile or change in savings rate, we enable the investors to test these changes.

Order Management System

We integrate to a brokerage to put fresh and rebalance orders.

Plan Track

The plan track enables investors to know how they are doing on their plan in one go.

EFFICIENT PORTFOLIO ENGINE

Built in optimiser for identifying efficient portfolio

Converts market expectations and covariance matrix to risk profile

Adaptable to multi assets

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POWERFUL FINANCIAL PLANNER

Cash flow based

Profile recommendation engine for goals

Powerful simulation engine

Scenario Testing

Investment recommendation engine

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ORDER MANAGEMENT AND REBALANCER

Smart Asset Allocation Alignment Engine

Auto rebalance engine

SIP and Lump Sum

Advanced controls for order assurance and risk

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FINANCIAL PLANNING TRACKER

One Page Review

Tracks target investments

Tracks allocations

Smart signals to act

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INTELLIGENT RECOMMENDATION ENGINE

Nudge to invest more

Get back on track

Consumption Nudge

Flash relevant content

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