Realistic Goal-based Investing with Professional ALM Methods
Contact usAbout the partnership
We offer intelligent algorithms as SaaS/APIs that cover full advisory processes or complement existing advisory processes. Our goal-based investing solutions are most realistic and allow for multi-goal optimisation, holistic wealth management and the simulation of climate change scenarios.
Key features
- Scenario-based, realistic goal-based investing that includes climate scenarios and non-normal distribution
- Instant goal probability calculation for multiple financial goals
- Multi-goal optimisation with flexibility to select the preferred optimisation function