Sales Workflow

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