1st SaaS platform focused on the creation, management and distribution of model portfolios invested in ETFs, we help any portfolio manager to capture the attention of new clients on any website, on all social networks and on any other physical medium with QR Code. Available also under white label license, our services aim to expose the performance and risks of models based on your expertise and your convictions. As a professional, you will increase your visibility and the trust of your new customers.
By adopting the use of models, you will reduce the cost of acquiring new customers and managing their assets.
Finally, based on its models and a library of optimization algorithms,  each client could build and deploy on his website an online KYC  leading to a personalized portfolio matching with the the profile and goals of each prospect.

ETF Reporting

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ETF Reporting

Org chart

Teams

Offices

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