PMaaS: Portfolio-Management-As-A-Service

Our flagship Folio platform is free for everyone ๐ŸŽ‰

However, we also offer a wide range of premium services tailored to your specific needs, whether youโ€™re an institutional investor, an asset manager, or a financial advisor.

From fully customized experiences to white-label platform solutions and outsourced portfolio management with dedicated research & support, we can help you achieve your investment goals.

Invest in Your Own Creations

  • Seamlessly transition from a simulated portfolio to a real investment, directly from the platform
  • Delegate operational tasks (rulebook, factsheets, portfolio management) while staying in control
  • Access a cost-effective and scalable way to launch and manage your own investment strategies

Launch Your Own Custom Index

  • Turn any strategy into a fully fledged live index with a formal rulebook, factsheet, and real-time tracking
  • Ensure transparent, benchmark-quality outputs, suitable for communication or product structuring
  • Leverage your index to license it, showcase your expertise, or use it as a base for investment products

Dedicated Support & Custom Research

  • Get on-demand expert guidance on portfolio design, optimization, and risk diagnostics
  • Work with our research team to develop bespoke strategies and robust backtests tailored to your needs
  • Tap into our experience to refine your models, test new hypotheses, or scale your internal processes

White-Label Solutions for Asset Managers

  • Deploy a fully branded version of our platform, customized to reflect your firmโ€™s identity and vision
  • Integrate your proprietary datasets, signals, and strategies seamlessly into the user experience
  • Provide your clients with a cutting-edge digital solution that enhances engagement and elevates your offer

White Labeling for Financial Advisors & Partnerships

  • Present your products and advisory services through a personalized, branded platform
  • Strengthen client relationships with a modern, interactive experience built around your expertise
  • Expand your reach and business potential through referral programs, co-branding, and strategic partnerships
Get in touch with us ๐Ÿ‘‹