One-Stop Model Portfolio Builder for
Investment Managers & Financial Advisors

Leveraging AI & Data Science to deliver personalized portfolios
for the Wealth Management industry

ETF PORTFOLIO AI TOOLKIT

Everything you need to design & manage
top quartile performing Multi-Asset Portfolios

Decide your investment mandate

STEP #1: DECIDE YOUR INVESTMENT MANDATE

PORTFOLIO MANAGEMENT

Make easy work of designing & managing top quartile performing ETF strategies. Deliver to your end investors target risk portfolios, sustainable investment propositions & dynamically managed crypto portfolios.

STEP #2: DELIVER THE RIGHT TARGET RISK

ASSET ALLOCATION

Finding the right asset allocation model is key to delivering the mandated target risk promised to your end investors. By leveraging the powers of AI & Machine Learning tools, use the asset allocation finder to find the one that suits your strategy.

Deliver the right target risk
Building your core portfolio

STEP #3: BUILDING YOUR CORE PORTFOLIO

ETF SELECTION

Selecting ETFs for your core portfolio is made so much easier using the ETF Genie, providing instant access to over 10,000 ETF listings. Ranking potential investments by performance or a suite of trading signals, will save you extensive time.

STEP #4: USING TRADING SIGNALS

TACTICAL ASSET ALLOCATION

As the global economy continues to undergo periods of extreme volatility, being on top of the markets could be the difference between delivering a good or mediocre performance. The ETF Signal Analyzer will identify investment opportunities as they arise.

Using trading signals
Test your portfolio

STEP #5: TEST YOUR PORTFOLIO

SCENARIO TESTING

Ensuring your portfolio will avoid future drawdowns not in line with your risk mandate is best addressed using Algo-Chain’s stress testing and scenario testing tools. Monitoring the on-going risk of your portfolio is essential.

STEP #6: CORE / SATELLITE PORTFOLIOS

PERSONALIZED PORTFOLIOS

Stay one step ahead of your competition by offering personalized investment solutions. Deploying a Core / Satellite strategy provides a very effective way to supplement a core allocation with some investment themes that matter to your clients.

Core / Satellite portfolios
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Join the investment managers & financial advisors who use Algo-Chain
to deliver top quartile performance every day
ETF PORTFOLIO
AI TOOLKIT

£125/user/mo + VAT*

For Financial Advisors &
Investment Managers
checkETF Playlists
checkModel Portfolio Gallery
checkPortfolio Manager
checkTechnical Trading Signals
checkMachine Learning Trading Signals
checkPortfolio Backtesting
checkPortfolio Scenario Testing
closeAsset Allocation Wizard
closeTarget Risk Wizard
closeThemed Investing Wizard
closeTactical Backtesting
closePortfolio Benchmarking
30 day money-back guarantee
MODEL PORTFOLIO
WORKBENCH

£1,250/user/mo + VAT*

For Discretionary Fund Managers &
Institutional Managers
checkETF Playlists
checkModel Portfolio Gallery
checkPortfolio Manager
checkTechnical Trading Signals
checkMachine Learning Trading Signals
checkPortfolio Backtesting
checkPortfolio Scenario Testing
checkAsset Allocation Wizard
checkTarget Risk Wizard
checkThemed Investing Wizard
checkTactical Backtesting
checkPortfolio Benchmarking
White Label Solution available on request
*Pay annually and get two months free. Prices shown are per user.
Start Building Today
Join the investment managers & financial advisors who use Algo-Chain
to deliver top quartile performance every day

Frequently Asked Questions

Can I alter my plan later? You can switch between the ETF Portfolio AI Toolkit plan and the Model Portfolio Workbench plan from within your account area. Downgrades will take effect at the end of your current billing period, which is either monthly or annually if you opted for a discounted plan.

Which payment methods do you accept? We accept most credit or debit cards. Our Model Portfolio Workbench plan can be paid for via an invoice on request.
How easy is it to cancel? At any time, you can cancel your subscription from within your account area. Your subscription will remain active until the end of your current term (usually monthly, unless you opted for a discounted annual plan).

If you cancel within the first 30 days, you will receive a pro-rata amount at the non-discounted rate. For this, please send us an email explaining why you would like to cancel and the plan you have signed up for.