Your next-generation partner for index technology and portfolio construction
Our flagship Folio platform is available free 🎉 in its core edition.
However, we also offer a wide range of premium services tailored to your specific needs — whether you’re an Asset Manager, an ETF provider, a Wealth Manager, or an Investment Bank.
From fully customized experiences to white-label platform solutions and outsourced portfolio construction with dedicated research & support, we can help you achieve your investment goals.
Full Platform Access, SaaS License
- Transform any concept into a fully fledged, rules-based strategy — complete with a formal rulebook, detailed factsheet, and real-time tracking.
- Access a cost-effective and scalable way to launch and manage your own custom indexes.
- Generate transparent, benchmark-grade outputs ready for client communication and product structuring.
API Access
- Embed the Folio engine directly into your internal systems.
- Connect seamlessly to third-party software.
- Import your own data sets to enhance design capabilities and analysis.
Invest in Your Product
- Bring strategies to life through custom wrappers. We partner with trusted issuers to structure and launch your strategy as an ETF, ETP, AMC, or certificate-ready for distribution to your clients or network.
- Issuer flexibility, client-first approach. Work with our partners or bring your own issuer. Our platform integrates seamlessly with both, ensuring full alignment with your operational preferences.
- From design to launch, we handle the heavy lifting: strategy packaging, documentation support, coordination with issuers, and post-launch monitoring, all handled by our team.
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
- 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.