Company
Category
Investment AdvisoryDigital ChannelsClient Communication ManagementInstrument Modelling
Type:
Open API
ABAKA Financial Engine
Contact usAbout 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