Your next-generation partner for index technology and portfolio construction

Our flagship Folio platform is available free πŸŽ‰ in its core edition.

However, we also offer a wide range of premium services tailored to your specific needs β€” 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 β€” 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 indices.
  • 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.

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.
Get in touch with us πŸ‘‹