ETF Model Portfolios · Powered by AI

Redefining Wealth Management.

Using ETFs, Model Portfolios & AI to empower Financial Advisors and Wealth Managers to deliver cutting-edge, high-performing investment solutions.

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100K+

Reference Portfolios

80+

Model Portfolios

100%

Implemented Using ETFs

Trusted by Wealth Managers across the globe

What We Offer

A compliant model portfolio, built through a conversation

ETF investment team working in a modern office

Build a model in minutes

Algo-Chain's Model Portfolio Platform lets an adviser build a compliant, evidence-backed model portfolio in minutes. Answer three questions, client domicile, mandate size and currency, and target risk, and it assembles a diversified strategic asset allocation from your firm's own approved ETF universe.

Automated ETF factsheet generation with data analysis

Refine it by chatting

A natural-language co-pilot takes instructions like “make it cheaper” or “reduce the drawdown,” while you swap funds, adjust weights, choose fixed or dynamic weighting, and run a real backtest to see performance, drawdowns and allocation.

Graphical representation of ETF portfolio composition

Governed and audit-ready

The result is a live, managed portfolio with the governance records, construction rationale, target market and per-holding basis, that support suitability and regulatory requirements: a properly diversified, risk-rated, audit-ready model, produced through a conversation.

Our AI-driven, white labelled model portfolio solutions are designed for Financial Advisors & Wealth Managers. Combining ETF expertise with cutting-edge technology, we simplify investment management and help our clients deliver exceptional outcomes for their end investors.

See How It Works

Free Weekly Insight

Model Portfolio Masterclass Series

Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, PhD & Irene Bauer, PhD, this series aims to share their many years of hands-on experience with Wealth Managers & Financial Advisors who are looking to offer their own suite of Model Portfolios.

Covering everything from portfolio construction using ETFs, to the more ambitious goal of actively managing an optimized portfolio using trading signals. Our goal is to help you deliver top quartile performance.

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January 2025 · London Stock Exchange

Innovators in Model Portfolios

Vanilla Funds celebrates the listing of its second Exchange Traded Model Portfolio on the London Stock Exchange, in partnership with Algo-Chain. At the market close ceremony, Stuart Raber, COO of Vanilla Funds, receives a commemorative glass tablet from Alex Watkins, Head of ETP Business Development at the LSE, joined by Allan Lane, CEO of Algo-Chain.

“Insightful and inspiring as always, Allan! The integration of AI-driven tools into the creation and distribution of fractionalized model portfolios is truly groundbreaking. The collaboration between Algo-Chain, Vanilla Funds, and the London Stock Exchange is a testament to how technology can revolutionize wealth management.”

Nicholas Phillips President, ETF Capital Markets Advisors

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How We Deliver

Discover the Algo-Chain Advantage

Chief Investment Officer analyzing ETF portfolios

Implementation Options

As a white labelled micro website
Via Algo-Chain's REST API
On platforms such as Transact Online, M&G & others

Innovative business technology for ETF portfolio optimization

Access to Algo-Chain's Model Portfolio Platform

AI assisted ETF search engine
ETF trading signals analyzer
AI asset allocation wizard
3rd generation portfolio optimizer

Business team analyzing ETF investment data

Exchange Traded Model Portfolios

List on The London Stock Exchange
Fractionalized Investing
Designed for global distribution
Ideal for multiple platforms

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How Our Investment Process Works

At Algo-Chain, we look to help wealth managers and financial advisors deliver cutting-edge investment solutions that keep them ahead in today's fast-evolving market. Our aim is to help them deliver top quartile performance to their clients. Here's how our innovative investment process works.

Step 1 · The Investment Mandate

Target Risk Portfolios

Our Target Risk Multi-Asset Model Portfolios are designed with precision to align with realistic loss expectations while minimizing downside risk. Whether your clients' profiles are Cautious, Balanced, or Adventurous, we focus on delivering risk-adjusted total returns tailored to meet their specific goals.

Step 2 · Laying The Foundation

Strategic Asset Allocation

Strategic Asset Allocation is at the core of our investment success. Leveraging our proprietary AI-powered ETF Search Engine, we craft optimal allocation models that are aligned with forward-looking economic forecasts. This ensures that every portfolio meets its target risk level and remains resilient through market cycles.

Step 3 · Investment Research

Portfolio Implementation

Our approach combines the best of active and passive investment strategies. We select from a wide universe of asset classes, including Equities, Fixed Income, Commodities, and Alternatives, to implement asset allocation models that provide broad diversification and opportunity for growth.

Step 4 · Portfolio Stress Testing

Ensuring Robustness

We stress test portfolios across a wide range of market scenarios to ensure they remain consistent with the agreed investment mandate. This safeguards against excessive drawdowns and provides an added layer of confidence for your clients, even in challenging market conditions.

Step 5 · Portfolio Re-Balancing

Tactical Adjustments

Portfolios and underlying ETFs are monitored daily. However, we only rebalance when necessary, striking a balance between maintaining alignment with the investment strategy and minimizing trading costs. Additionally, we may make discretionary adjustments to capitalize on evolving market opportunities and cycles.

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Client Success

Client Success Stories

“We were very pleased with the successful launch of the Blue Chip Portfolio ETP and our partnership with Algo-Chain has certainly lived up to and exceeded our initial vision. It is with no hesitation that we find ourselves already launching our next Exchange Traded Model Portfolio, with the aim of delivering innovative investment solutions to Financial Advisors across the globe.”

Stuart Raber Chief Operating Officer, Vanilla Funds

“

I've been working with the team at Algo-Chain for a number of years now and have been more than happy to recommend their ETF based solutions to our clients, as increasingly their tools are saving end users valuable amounts of time.

Dan Carter

Director, PKF Seychelles

“

Algo-Chain's API has been vital to our Wealth App, seamlessly connecting our Model Portfolio platform to ensure end investors benefit from portfolio adjustments. It has significantly improved our portfolio rebalancing process.

Wes Wilkes

Founder, FINT Invest

“

Excellent system, great team. Easy to navigate, create and monitor bespoke baskets and 'ready-made' baskets on your own drivers. Easy to create reports and graphs and sort output, great analytics.

Nicholas Roe

Chief Operating Officer, Lambourn Capital

Retain control, in-source your model portfolios.

With Algo-Chain as your partner, reshape the future of investment management. Offer high-quality ETF Model Portfolios while retaining full control.

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