Bank on Us for Intelligent Investment Strategy Design
Design, model, and implement customized client portfolios with integrated risk assessment, real-time performance tracking, and automated rebalancing triggers.
The Modular Foundation for Service Delivery
Access to fully compliant, modular, core banking services, allowing institutions to launch products rapidly without managing complex backend infrastructure.
The Digital Portfolio Modeling Engine
Our module empowers wealth managers to efficiently create investment models tailored to individual client goals, risk tolerances, and regulatory suitability, driving efficient scaling of advisory services.
Model Portfolio Configuration
Build and maintain a library of standardized, compliance-checked investment models that can be instantly applied across client segments.
Integrated Suitability & Risk Profiling
Automate the process of aligning client risk scores and investment goals with suitable portfolio models to meet regulatory requirements instantly.
Real-Time Performance Attribution
Analyze model portfolio performance against benchmarks and historical data in real-time before implementation, ensuring optimal strategy selection.
Compliance Automation and Portfolio Integrity
Maintain fiduciary trust with automated compliance checks, clear disclosure generation, and comprehensive audit trails for every portfolio decision and trade execution.
Trade Order Management
Ensure trade orders generated from portfolio models are routed securely and efficiently to execution platforms, with full tracking of best execution requirements.
Automated Fee and Cost Disclosure
Generate transparent, regulatory-compliant disclosures for advisory fees, transaction costs, and portfolio expenses at the time of modeling.
Client Mandate Tracking
Securely log and track specific client restrictions (e.g., ESG preferences, restricted stocks) to ensure the portfolio design remains fully compliant with their mandates.
Intelligent Monitoring and Automation
Optimize portfolio health and maintain strategic alignment through automated drift monitoring, rebalancing triggers, and detailed client reporting tools.
Automated Drift Monitoring
Automatically track portfolio deviation from the target model and trigger alerts when asset allocation breaches predefined tolerance thresholds.
Rebalancing and Reallocation Tools
Execute portfolio rebalances (tax-efficiently where possible) and strategic reallocation changes across a large client base with a single instruction.
Custom Client Statement Generation
Generate clear, comprehensive, and compliance-ready client performance reports that consolidate multi-asset holdings and display portfolio activity.