Developer of a cloud-native, API-first software and data platform designed to deliver better and data-driven outcomes. The company automates critical back office operations and powers digital wealth management ecosystems, enabling registered investment advisors, TAMPs, financial institutions, and FinTech innovators to align essential wealth data, proactive client insights, and reporting to deliver a truly personalized client experience and to power next-generation wealth management applications.
Provider of global software, institutional research and investment advisory services intended to merge quantifiable information from multiple data sources and manage forecasts into risk and return estimates. The company provides a steady pipeline of investment opportunities by offering statistical portfolio rebalancing technology, investment methods, asset allocation software and patented portfolio optimization, helping institutional investors maintain their profitable portfolios.