Advanced analytics for client-facing platforms

Advisors and consultants serve multiple clients with different mandates, constraints, and reporting needs. The allocation analytics they provide must be rigorous enough to support institutional decisions, yet flexible enough to adapt across client types and investment contexts.

Building these capabilities in-house is often out-of-scope. Maintaining expected return models, risk frameworks, and scenario tools across asset classes requires deep macro-finance expertise and continuous research investment. We offer the ability to outsourcing the allocation analytics layer, augmenting the core expertise with best-in-class analytics.