Imagine your wealth managers and wealth management clients can have that knowledge and power, to have with a keystroke access to the world’s best available stock investment strategies. Imagine it takes just minutes to build a portfolio, with an imbedded system that works as a 24/7 digital investment advisor.
Imagine no longer. We have built this and it is available to you, our potential business partner in the financial industry today.
We’ve taken the best stock investment concepts from hundreds of finance books and research papers written over the last 80 years and created the first single stock, expert based, algorithm driven Robo Advisor. An aggregate of time proven stock investing wisdom, in the palm of your hand.
Employing a ‘role model’ approach, we have replicated the success formula of over 30 stock investment legends allowing you to invest like them and build your own portfolio in just a few clicks. Our systems screen every night 69,000 stocks, across 128 countries to ensure only the most attractive and promising stocks end up in your portfolio. Should the fundamentals of a current holding change for the worse our Robo will keep you on top of things and immediately suggest three replacement stocks in order to improve performance. Extensive back-testing of all strategies over a 16-year period alongside our benchmark beating live portfolios shows that disciplined systematic investing can achieve outstanding results.
Our product is more than just a front-end tool and can be integrated on the front, middle and back end to maximise the ease for the end user experience (UX).
We have now taken the decision to close the existing demo service and will provide a restricted access going forward.
Please fill out the request form and we will send you the most recent demo.
We look forward to hearing from you!!