PMaaS: Portfolio-Management-As-A-Service
Our flagship Folio platform is free for everyone 🎉
However, we also offer a wide range of premium services tailored to your specific needs, whether you’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 firm’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