Expand your product suite with thematic & factor portfolios viewable on the Web, in ExcelTM, or through API.
Empowering Institutions With 100+ Global Portfolios. Delivered Via API.
Integrate Ready-Made Portfolios
Into Your Products.
Robo-
Advisors
Instantly enhance your digital advice platform with rules-based portfolios that align with your risk models and investment philosophy.
Trading
Brokerages
Our real-time API delivers every trade directly to your platform. Your clients can copy our portfolio performance instantly.
Financial
Advisors
Provide transparent investment solutions. Eliminate AUM fees. Free up time to focus on clients rather than portfolio maintenance.
Pension
Funds
Quickly launch compliant, institutional-quality pension products with portfolios designed for stable, long-term growth and risk management.
Investment
Banks
Instantly access sophisticated portfolios ideal for structuring equity-linked products and solutions.
Family
Offices
Offer your ultra-high-net-worth clients sophisticated portfolios that cover North America, South America, Europe and Asia.
Investing, the
Old-School Way
We build portfolios — no bots or algorithms.
We stay true to fundamental portfolio theory. Our portfolios are built on rigorous classical portfolio management, hand-crafted by humans and driven by market understanding.
No AI shortcuts. Just superior results, powered by modern technology.
We stay true to fundamental portfolio theory. Our portfolios are built on rigorous classical portfolio management, hand-crafted by humans and driven by market understanding.
No AI shortcuts. Just superior results, powered by modern technology.
Instant Access.
Instant Results.
Looking for the next big thing or a dependable income stream or a deep value play? Our strategies deliver them all, with consistent quality across the board.
Integrate our ready-made portfolios seamlessly into your existing offerings with our portfolio-as-a-service. Offer thematic and factor-based solutions in minutes.
A single subscription covers it all. No AUM fees, no hidden charges, just fixed pricing that scales with your business.
How We Securely Deliver Our Portfolios
Leveraging Amazon Web Services' unparalleled global infrastructure and security protocols to deliver enterprise-grade portfolio management solutions with 99.99% uptime and seamless scalability.
Our core engine runs on Python's robust data processing capabilities, enabling sophisticated portfolio analytics and lightning-fast calculations while maintaining code reliability and maintainability.
Protected by Cloudflare's advanced security layer, ensuring sensitive financial data remains secure while delivering blazing-fast content delivery to you client base across the globe.
Containerized architecture using Docker ensures consistent deployment, efficient resource utilization, and rapid scaling capabilities to meet growing institutional demands.
Enterprise-ready PostgreSQL database powering our portfolio analytics with ACID-compliant transactions and rock-solid reliability that financial institutions demand.
Ultra-fast in-memory data store enabling real-time portfolio updates, caching, and sub-millisecond response times for critical market data and calculations with Redis.
Terraform Infra-As-Code ensures consistent, repeatable deployments across our entire platform while maintaining the highest security and compliance standards.
Kubernetes orchestrates our microservices architecture to ensure high availability, automated scaling, and seamless deployments that keep your portfolios running 24/7.
Our Onboarding Process
