Company
Category
Investment AdvisoryDigital ChannelsClient Communication ManagementInstrument Modelling
Type:
Open API

ABAKA Financial Engine

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About the partnership

ABAKA’s powerful Monte Carlo financial engine provides on the fly investment scenario modelling specific to a customer’s situation and underlying investments – wherever they are held (once linked via ABAKA’s data aggregation technology).

Results can be delivered into applets and/or conversational AI allowing the customer a fluid experience of interacting with a holistic financial picture.

Key features

  • Customisable Monte Carlo investment scenario modelling
  • End-customer risk and suitability profiling
  • Outcome based, goal-based investing