Smartfolios is a suite of advanced and real-time quantitative investment engines and analytics tools
Our quantitative approach and enterprise-grade technology provide the foundation that enables our clients to redefine their advisory and investment solutions.
Smartfolios is now a business unit of Finantix
How it works
Empowering your digital advisory value chain
Elevate all stages of your digital advisory and investment processes with our real time, quantitive engines and analytics foundation, supporting all your key stakeholders across multiple channels and devices.
CIO Strategy Builder
Suite of modules and engines supporting quantitative, fundamental, technical and efficiency analysis, strategy building for strategic/tactical asset allocations, core/satellite portfolios with thematic dimension, and investment ideas and picking list creation.
CIO House View
Suite of modules and engines supporting classification and publishing of outcome produced by CIO and strategist team activities offering in context multi-channel and omni-device distribution, access and navigation of such content to key actors.
Suit of modules and engines elevating the advisory and portfolio management process (discretionary, bulk, face to face, hybrid or full robo) with advanced portfolio quantitative analytics and insights, regulatory compliant portfolio building features, smart picking and simulation tools, risk measures and analytics.
Suites of modules and engines with investment and portfolio specific performance reporting features, monitoring capabilities, insight and alerting tools, multiple portfolio rebalancing and simulations techniques and tools, book of business adherence against CIO view.
Next Best Action
Suite of modules and engines for tailoring of investment recommendations based on behaviour and preferences, generate next best actions driven by machine learning discovery, personalise information diet based on assets, profile and behaviour, generate CIO driven campaign.
Empower all stakeholders along the advisory value chain
- Robo thematic and personalised portfolios
- Strategy builder for the CIO office
- House view distribution
- Advanced analytics and continuous portfolio fine tuning
- Wide product taxonomy and real-time thematic-style analysis