Our solutions enrich modern portfolio theory with insights from investor psychology to improve client centricity. This relates to three key pillars of the investment process: investor profiling, product positioning and portfolio construction. Well-defined configurations of our micro services support these pillars directly.
Five Components and Three Engines :
- The Profiler : replace and improve the questionnaire for risk profiling
- The Decoder : unravel the black box of past performance
- The Page : a sales enabler to build tailored portfolios
- The Score : a robust indicator to diagnose portfolio quality
- The Action : a personal trade that maximally improves
THE CONVERSION ENGINE: an integrated mobile service that turns wealthy savers into first time investors.
THE REJUVENATION ENGINE: an integrated mobile service so that investing is part of everyday life.
THE RETENTION ENGINE: an integrated mobile service with data driven actionable insights that grow sticky investors.