Contact: enquiry@algo-chain.com    Log in

Launch Your Own ETF Portfolios

Leveraging AI & Data Science to deliver
top quartile performance


Take advantage of the growth in ETF Portfolios. If you currently don't offer your own Model Portfolios, or are looking to upgrade your current proposition, this solution does the heavy lifting for you.

Manage your own personalized Model Portfolios or we can run and manage portfolios for you using our AI and data science models to go over/underweight certain asset classes based on economic conditions.
Tailor-Made portfolios targeted at wealth managers

Create Model Portfolios

Algo-Chain's AI toolkit & Workbench allows one to significantly reduce the product development cycle and time to market.

Climate Change, Net Zero and Sustainability

Offer Solutions That Matter

Deliver investment propositions that address the key topics of the day, such as Climate Change & other key investment themes.

Tech Themes including Blockchain, Web 3.0 and Electric Vehicles

Website & API Integration

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.

Linear Investments - Global Trader and Full-Service Prime Broker
Investment and Wealth Management
Tavira is an independent global financial services firm based on the three pillars of Asset Management, Brokerage and Corporate Banking
IIMG is a Wealth Manager
Join other Wealth Managers in our distribution chain and enhance your client reach.
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
Start Designing Your Model Portfolios Today
Join the investment managers & financial advisors who use Algo-Chain
to deliver top quartile performance every day