%20kopie.png)
Wealth management Industrialization
Scale Your Investment Process from Strategy to Client Portfolio
Streamline the entire investment value chain with systematic frameworks that transform strategic thinking into investable client portfolios.
The Challenge
Wealth managers struggle to efficiently scale personalized investment management. The journey from strategic asset allocation to actual client portfolios involves multiple manual steps, inconsistent implementation, and significant operational overhead. Maintaining alignment between strategy and execution while managing numerous client portfolios becomes increasingly complex as you grow.
Our Solution
We design and implement end-to-end investment processes that automate the path from strategic asset allocation to invested client portfolios. Working with your team, we develop the investment strategies and portfolio templates, then partner with custody banks to implement the technology stack for automated portfolio investing and rebalancing. Our framework follows a systematic approach: from strategic asset class allocation to dynamic asset selection, to portfolio templates, and finally to real client portfolios. We handle the integration work between strategy design and banking technology, ensuring seamless execution.
Key Features
-
End-to-end process from strategic allocation to client portfolios
-
Direct integration with Swiss custody bank technology stacks
-
Portfolio templates for multi-asset mandates and risk profiles
-
One-click strategy switching with automated rebalancing
-
Currently managing discretionary mandates through Swissquote partnership
Quantitative Asset Scoring Systems
Systematic Asset Evaluation at Scale
Transform subjective investment decisions into consistent, data-driven selections with expert-designed scoring frameworks.
The Challenge
Manual asset screening and selection is time-consuming, inconsistent, and often influenced by emotional bias. Analysts struggle to evaluate hundreds of securities across multiple dimensions while maintaining objectivity. Traditional screening tools offer basic filters but lack the sophistication to capture nuanced investment criteria and changing market conditions.
Our Solution
We develop sophisticated scoring systems that fetch fundamental and market data, structure it systematically, and apply expert-designed evaluation frameworks to identify the best opportunities for specific investment goals. Our scoring mechanisms go beyond simple screening – we define what constitutes quality for each investment dimension, weight factors appropriately, and deliver consistent rankings that remove emotion from the selection process. The system can be adapted to any asset class, providing complete and automated coverage limited only by data availability.
Key Features
-
Equity scoring across 3 objectives: Growth, quality, and high dividend strategies with tailored metrics
-
Swiss real estate fund analysis: Evaluating building quality and appreciation potential
-
Hours to minutes: Complete universe screening that would take analysts days
-
Consistent methodology: Same rigorous standards applied every time, removing human bias
-
Daily updates with market data: Rankings evolve with new information automatically
-
Transparent scoring rationale: Clear understanding of why each asset ranks as it does