Algo-Chain's AI toolkit & Workbench allows one to significantly reduce the product development cycle and time to market.
Deliver investment propositions that address the key topics of the day, such as Climate Change & other key investment themes.
Our innovative technology will provide you with the option to either embed the tools and solution on your own website, or operate with the workflow of your full advice proposition.
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.
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.
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.