Development of investment applications
We offer tailor-made investment applications to meet the specific needs of your clients.
We offer tailor-made investment applications to meet the specific needs of your clients.
Our proprietary and modular investment APIs offers access to goal based wealth planning.
We can help you develop engaging and intuitive user experience designs.
We offer our experience in investment process and methodology to support your business plans.
Setting a new standard for personalized financial planning and investment advice.
Goal-based asset investing maximises the likelihood of reaching financial goals within certain risk limits.
Portfolios are constructed using advanced optimization techniques that take into account forward looking expectations and historical probability distributions.
Dynamic asset allocation allows an optimal portfolio risk reduction towards the target date of the goal.
FLG takes into account the full personal financial situation including human capital.
A "what-if" scenario analysis shows the impact of personal and financial market scenarios on the probability of reaching the goal and how to close any funding shortfall.
Data analytics and forecasting is applied to defining the capital need to reach a certain goal.
Get ahead by putting FINANCIAL LIFE GOALS into the hands of your clients and client advisors.
Offer investment advice that is tailored to the financial situation and goals of your client.
Express your investment views and capital market assumptions in the client portfolios.
A secure API allows an easy integration with your existing systems.
FINANCIAL LIFE GOALS investment engine can be customized to your needs.
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