Empower fund managers, wealth advisors, and proprietary desks to build multi-asset index baskets, execute automated portfolio rebalancing, and track Sharpe & Sortino performance metrics in real-time.
Designed for money managers, family offices, and retail brokerages expanding into wealth management.
Construct custom multi-asset index baskets combining Forex, Equities, Crypto, and Commodities into single tradable units.
Set time-based or threshold-driven portfolio rebalancing rules to keep client allocations aligned with target weights.
Track Value at Risk (VaR), Maximum Drawdown, Beta, Alpha, and Sharpe ratios in real time across all managed funds.
Automate High-Water Mark (HWM) performance fee calculations, management fee deductions, and hurdle rates.
Allocate orders down to sub-fractional lot sizes (0.0001 lots) to ensure exact proportional equity distribution.
Give investors a transparent, mobile-responsive portal to monitor portfolio growth, fee statements, and trade histories.
Offer custom index baskets and automated wealth management to your brokerage clients today.
