Asset Manager Platform
Robowholesaler

Model Capture
Model Blender

Model Optimizer
Model Allocator
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Robo PM Consultant
Extend your investment strategist's reach using Automated Insights
Tablet Apps

Customizable applications for your sales team,
Institutional Analytics
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Generate model insights + output suitable for money managers.


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Robo Wholesaler
Website tools to enable self-discovery
and strategy selection by advisors.

Peer Benchmarking
Monitor and segment lead list using
risk parameters, net flows and portfolio anatomy
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Allocator Workflow
Connect model/portfolio improvement workflow directly to CRM.