An Intelligent Wealth Management System

Combining innovative FinTech with portfolio management, providing services based on various investment needs and risk appetite.

  • Digital Platform

    Visualized operation. No programming needed.

  • Advanced data analysis

    Convert raw data into intelligent Portfolio & risk management report. Build numerous alternative strategy modules, using advanced asset allocation theories.

  • Portfolio optimization and backtesting

    System will simulate the selected model based on historical data and generate professional backtesting and risk reports.

  • Customizable for various needs

    Include source code that can be customized as needed. You can choose to use the system on our platform, or securely host it on your own infrastructure.

User Guide