How you can work with MCFT

Many ways to deploy MCFT Folio, depending on your needs

We offer flexible ways to work with us, depending on your needs, whether you are an index provider building the next generation of indices, or an asset manager looking for institutional-grade tooling without building it in-house.

MCFT Folio ® as an index design studio

Accelerate research and product development: turn ideas into index in minutes, not weeks

  • Prototype: backtest and compare methodology variants in seconds, no code required.
  • Explore: run advanced screeners, build baskets, and iterate rules rapidly.
  • Analyse: risk / performance breakdowns, regressions, exposures across factor, sector, geography, thematics.
  • Produce: clear, reviewable methodology outputs and documentation-ready artifacts.

Best for: research teams, product development teams, and solutioning workflows at index providers, where speed and transparency matter.

MCFT Folio ® as a self-service indexing platform for your clients

Help your clients co-create indices while you scale your commercial capacity

  • White-label UI: your branding, client workspaces, and permissioning.
  • Multiple creation modes: expert configuration, guided step-by-step flows, or AI-assisted prompt-to-index.
  • Templates and libraries to standardize your offerings and reduce bespoke effort.
  • Client-ready dashboards and exports: composition, metrics, analytics, documentation packs.
  • Controlled handover-to-production workflow, with your internal validation and operations remaining in charge.

Best for: index providers looking to grow custom index revenues and speed up client onboarding and delivery.

MCFT Folio ® as a live calculation engine

Industrialize or internalize daily index calculation workflows

  • Compute and publish index levels and composition using your data feeds and conventions.
  • Support operational workflows: run schedules, monitoring, reconciliation, incident processes.
  • Reduce dependency on external calculation agents where desired.

Best for: index providers seeking more control over production, governance, and operational scalability.

Full-platform cloud Access (SaaS) + APIs

MCFT Folio is also available as full cloud-based platform (SaaS) and via APIs

  • Transform any concept into a fully fledged, rules-based strategy.
  • Design, simulate, and manage custom indices and portfolios cost-effectively and at scale.
  • Generate transparent, benchmark-grade outputs for communications and structuring:
    formal rulebooks, detailed factsheets, live performance and risk tracking.
  • Import your own datasets to enrich screens, signals, and analysis.
  • Integrate MCFT Folio into your workflows via our UI and APIs.

Best for: asset managers and wealth managers who want institutional-grade infrastructure without building it in-house.

Open methodology by design

MCFT Folio core engine: open methodology specification + conformance

To reduce vendor lock-in concerns and support long-term portability, MCFT Folio’s core methodology is expressed through an open, versioned Methodology Specification paired with an open-source conformance kit: a structured rulebook format (parameter file constrained by a schema), a precise specification protocol that allows implementation of a MCFT Folio-compatible core calculation engine, and a code to assess conformity and understand sources of difference.

  • Your methodology is portable: it is defined in a clear, versioned specification rather than hidden in proprietary formats.
  • Your implementation is verifiable: any calculation engine can be tested against the same conformance suite and reference outputs.
  • You gain continuity and auditability: the methodology spec is explicit, reviewable, and designed to support robust governance.

In short, you can adopt MCFT Folio with confidence, knowing your methodologies remain transparent and testable over time.

Deployment & data integration

Dedicated environments, strong segregation

MCFT Folio can be deployed in a dedicated single-tenant environment, either:

  • Hosted by MCFT on a segregated server.
  • Deployed on-prem / in your own infrastructure.
Open data integration

MCFT Folio is open by design: your datasets can be seamlessly integrated into the platform, including:

  • Reference data, identifiers, prices, corporate actions.
  • Fundamentals, proprietary signals, internal universes or restrictions.
  • Any additional datasets needed for your workflows.

Next step

Tell us your target use case and we'll propose a pragmatic setup and rollout plan.

We typically start with a short scoping workshop to align data integration, methodology scope, deployment constraints, and success criteria.