Four Corners of Your Confidence
Corporate Fund
Hedge Fund
Family Fund
Endowment Fund
One-Stop Solution for Growth
Our platform includes an AI module that takes the guesswork out of investing. By analyzing market trends and predicting their future potential we help you make informed decisions. You don’t need to be a data scientist to understand the market – our technology presents insights in an easy-to-use way so you can invest with confidence.
Asset selection and portfolio management is done in a user-friendly interactive interface with step-by-step explanations of the logic of each action. After your approval, the platform automatically generates and sends orders to the stock broker connected through the API, receives confirmation of the execution of transactions, and generates financial statements for further analysis.
Navigating the stock market in turbulent times can be challenging. That’s where our Options Module comes in. It allows you to hedge your portfolio during uncertain times, providing a safety net for your investments. And when stocks are on the rise, it helps you maximize your profits. Even if you’re new to options strategies, our module simplifies the process and makes it accessible and understandable.
Your money is always in your control. Our platform is designed to adapt to your unique investment goals, providing you with personalized strategies and insights. You can easily change the number and settings of investment portfolios, as well as quickly add new fund participants and manage their access to the web application for monitoring.
Key Features
Executive Interface
This is a software part of Investment Office, implemented in the format of an investment CRM, which provides a full cycle of investment operations and customer interaction between:
The intuitive interface is divided into four working environments (Roles):
The Administrator has the highest authority in the Control Panel, access to all its functions, and full control over user actions. This role is performed by the business owner, director of a company or foundation, or a person designated by them.
The manager is responsible for monitoring, establishing, maintaining investment accounts and portfolios, client service, and reporting. This role is delegated by the business owner or director to a finance, accounting or client manager.
The trader provides support and control of automated transactions on investment accounts in accordance with the established strategy. This role is performed by an official delegated by the business owner or director from among the financial or analytical managers.
The investor can use the mobile web application to receive detailed information about investment accounts and portfolios and, if necessary, communicate with the manager or other participants in the process.
Reliable Investment Engines
Selection Сriteria
Are based on several key points. The main ones are:
Built on cutting-edge technology and backed by years of research, these engines are designed to adapt to your unique investment goals. From risk assessment to asset allocation, our engines handle it all, providing you with a seamless and efficient investment experience.
