Asset Manager Platform

Robowholesaler 

Sales Workflow
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Model Capture
Model Blender
Model Optimizer
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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

Generate model insights + output suitable for money managers.

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

Allocator Workflow

Connect model/portfolio improvement workflow directly to CRM.

Current Customers

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