WELCOME TO Algo-Chain

As a Wealth Manager
do you need to play catch up?

Capitalize on the ETF Boom: modernize your Wealth Management Services with Bespoke Model Portfolios, retain control & boost revenues

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$14tr+

Assets Under
Management of ETFs globally

$6tr+

Assets Under
Management of Model Portfolios in US & Europe

52%

Active ETFs’ 5-year, compound annual
growth rate

Capitalize on the ETF Boom: Modernize Your Wealth Management Services with Bespoke Model Portfolios, Retain Control & Boost Revenues

Benefits
Why in-sourcing makes for a better business strategy
Retain Control
Deliver high-quality ETF Model Portfolios while retaining full control over your offering. Benefit from expert guidance and a premium service tailored to your firm’s needs.
Manage Costs
Operate your own Model Portfolio Service and capture the full revenue potential, without the need for costly internal hires or outsourcing the associated revenues.
Deliver Top Quartile Performance to Investors
Providing top quartile performance to your end investors is crucial. Differentiate your firm by delivering superior results that build trust and drive long-term growth.

Algo-Chain’s White Label Model Portfolio Service

Offer your own Bespoke Model Portfolios
  • Suite of Multi-Asset Target Risk Portfolios
  • Core-Satellite Themed Portfolios
  • Denominated in GBP, EUR, CHF or USD
Implementation Options
  • Via your own website as a white labelled micro-website.
  • Via Algo-Chain’s REST API connecting with your preferred Broker / Custodian.
  • On 3rd Party Wealth Manager platforms, such as Transact Online, M&G …
Automated Factsheet Generation
  • Configurable
  • Including Performance Analytics and Top Holdings
Full access to Algo-Chain’s Model Portfolio platform
  • AI Assisted ETF Search Engine
  • ETF Trading Signals Analyzer
  • Asset Allocation Wizard
  • Mean Variance Backtesting Wizard
Monthly Market Research Pack
  • Suitable for an Investment Committee
  • Market commentary & analysis sent to clients
Our revenue model

How Our Revenue Model Works

Modernize Your Wealth Management Services with Bespoke Model Portfolios, Retain Control & Boost Revenues

Setup Fee

A one-time fee covering the bespoke design of Model Portfolios, branded factsheets, and a personalized micro-website for real-time performance tracking.

Revenue Sharing

We align our success with yours through a percentage of the annual fees charged to your investors, fostering a mutually beneficial partnership.

API Access Fee

Seamless integration via our advanced REST API, providing real-time data access designed to meet your investment and operational needs.
About Algo-Chain

The founders of Algo-Chain built their first ETF Model Portfolios in 2009 while at Blackrock, and have built their own Model Portfolio platform with the aim of empowering Wealth Managers to excel with their own Model Portfolio Service.

Allan led BlackRock’s iShares investment research and ETF Product R&D in Europe, working closely with clients on portfolio solutions. He previously developed trading strategies at Barclays Global Investors.

Allan has held senior roles at RBS as Global Head of Quantitative Research, overseeing models for structured notes, and at JP Morgan, where he led the Equity Derivatives Models team. He began his career as a derivatives specialist at Banque Paribas in the 1990s.

Allan studied Mathematics at Oxford University and Cambridge University before subsequently gaining his PhD in Theoretical Physics at The University of Washington.

Allan Lane PhD

Irene Bauer PhD

Irene specializes in optimized portfolio construction, having worked at iShares, BlackRock, designing ETFs across various asset classes and providing portfolio solutions.

Earlier, she worked on asset allocation for Barclays Global Investors' Global Macro fund and started her career at ABN Amro, focusing on structured product modelling.

Irene holds a mathematics degree from the University of Augsburg and a PhD in numerical mathematics from the University of Heidelberg.

“What Our Clients Said”

Stuart Raber

As we expanded the capabilities of our Discretionary Fund Management Service, Algo-Chain’s Model Portfolio Platform proved indispensable. Their online Asset Allocation Wizard and Portfolio Optimization tools have enabled IIMG to compete at the highest level with enhanced efficiency and precision

COO – International Investment Management Group

Wes Wilkes

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.

Founder – FINT Invest
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Get aSneakPreview

Get a sneak preview of some of the various portfolio construction wizards that Algo-Chain uses to take the strain out of designing and managing a Model Portfolio Service

AI-Powered Portfolio Customization

Harness the full power of Algo-Chain’s advanced algorithm suite. Our platform delivers bespoke portfolio management with AI-assisted ETF search, trading signal analysis, and dynamic asset allocation tools. Empower your decision-making with automated factsheets, backtesting wizards, and comprehensive market research.

One Click Portfolios

Introducing Algo-Chain's One Click Portfolios— as we look to help you design your multi-asset portfolios, each tailored to your risk preferences, simply input your desired risk rating and portfolio currency, and with one click, our system generates a well-constructed portfolio, complete with a detailed breakdown of its composition and risk-return characteristics. It's portfolio design made simple, efficient, and insightful. Look today and see how Algo-Chain can help you streamline your investment process.

Frequently Asked Questions?

How can I access the White Label Model Portfolio Service?
We offer various implementation options. You can integrate Algo-Chain's portfolios as a new microsite within your own website, or via our REST API.  Or as is often the case, we can help you setup and manage the portfolios on a Financial Advisor platform such as Transact Online or AllFunds, as well as many other similar platforms.
What type of funds do you use when designing the portfolios?
With 1000s of ETFs covering both active and passive investment strategies available for use, there is no shortage of options when it comes to choice.  When selecting ETFs, we are mindful of the recent ‘Duty of Care’ regulation that means we tend to favour more established investments that pass our own internal due diligence requirements.
How can Algo-Chain help us re-balance our portfolios going forward?
We have developed a number of tools that takes the strain out of managing a suit of model portfolios by following well-established set of best practices built around a repeatable process.  These can be integrated into the framework that your investment committee will employ. 
How can you guarantee delivering a top quartile performance?
The short answer is no investment comes with a guaranteed performance,  however by leveraging several statistical data science techniques, Algo-Chain’s model portfolios are designed with an emphasis on controlling the risk / return properties from the outset.  Minimising the likelihood of unexpected drawdowns is central to our approach as well as using signals that can tilt the portfolios in favourable directions.
Next Step
Take Control & Offer Your Own Model Portfolio Service
Reputation is everything, start differentiating yourself from your competitors.