We like numbers, you like efficiency. Our tool is an expert at both. 

Introducing Portfolio Builder - an interactive tool that provides the necessary insights and analysis to assist you in building portfolios. 

Target audience: Chief Investment Officers, Fund Managers, Investment Advisors, Investment Analyst

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A seamless, intelligent portfolio builder platform offered to Investment Professionals.


Get started in 4 simple steps!

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Upload File

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View Data

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Plot Efficient Frontier

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Extract Model Portfolio


Common Questions

 

What is the purpose of this platform?

We’ve designed this tool to provide necessary insight and analysis so you can do a killer job at:

  1. rating portfolio by risk bands
  2. creating optimal portfolios along the Efficient Frontier

Our tool relies on two key capabilities which are the Modern Portfolio Theory and Hierarchical Clustering.

Why would I use this platform?

We are not doubting your expertise. We just want to take you to the next level. Our platform follows a systematic process of creating a portfolio that is based on a single industry practised methodology and is free from human error. This helps mitigate the risk of misguiding your clients and it standardized the investment methodology. It’s also super easy to embed our tool to other platforms. So really, it’s a no brainer.

Sounds good so far, but what are the pain points you are really helping me solve?

You know what they say, “time is money” and we want to make you rich (time, we’re talking about saving you time).

Our tool not only allows you to be more efficient with your time, but it also makes enhances your client’s experience and understanding. Think of it as a trusty sidekick who is doing all the “dirty” work for you. Its interactive interface allows you to better explain diversification through easy to read visuals. Finally, adding constraints to create a practical portfolio is just a matter of a few clicks.

Who is this tool for?

If you made it this far, then definitely you. Along with a lot of other people including:

  1. Investment Analysts, Portfolio Managers, CIOs working in a Fund House
  2. Investment Counsellors and Relationship Managers working in a Retail or Private Bank
  3. Investment Teams working in a Robo Advisory Platform

How can I integrate it into our (company) system?

Easy. We will provide you the widget to plug into your platform.

Also, are you interested in our calculators? Visit our API library to build your front-end platform.


Time to apply the Portfolio Builder platform in my every day activities!