Professional Services
What we tackle for you and with you
ASSET MANAGEMENT
Strategic & Custom Optimization
A flexible framework to design, test, and refine both strategic and tactical asset allocations.
- AI/ML Integration up to daily weight strategies
- Realistic, event-based scenario simulation
- Full manager control with mandate alignment
AUTOMATISIERTES REBALANCING & PRE-TRADE ANALYSE
Ad-hoc-Engine für Portfolio-Rebalancing und Compliance-Risikobewertung.
- Effiziente Automatisierung zur Reduzierung manueller Arbeit
- Sofortige Anpassungen der Allokation
- Prävention von Compliance-Verstößen vor dem Handel
Multi-Currency Simulation & NAV
Cross-currency portfolio support for accurate net asset value tracking.
- Ad-hoc FX valuation updates
- Global performance consolidation
- Regional compliance integration
ESG Strategy Integration
End-to-end ESG integration for portfolio construction and analysis.
- Advanced ESG metrics integration
- Performance & cost optimization
- Sustainability mandate alignment
RISK MANAGEMENT
Automated Reporting
Comprehensive quarterly and yearly report generation with integrated risk and performance metrics.
- Automated compliance reporting
- Customizable analytics templates
- Stakeholder-ready summaries
Continuous Risk Monitoring
Event-based platform for ad-hoc risk visibility and breach alerts.
- Instant threshold breach alerts
- Seamless integration
- Multi-level risk controls
Integrated Risk Reporting
Unified view of trade execution, risk metrics, and compliance.
- End-to-end execution transparency
- Customizable risk dashboards
- Proactive compliance tracking
ESG Risk Analysis
Advanced ESG analytics integrated with risk assessments.
- Quantitative ESG risk integration
- Enhanced exposure insights
- Future-ready compliance