Our Technology
Proprietary Technology
Institutional-grade intelligence solutions for adviser excellence
Our proprietary technology platforms, developed in-house by our investment team, represent the culmination of decades of investment experience and advanced quantitative expertise.
These powerful analytical engines enable us to deliver institutional-grade insights that transform how advisers manage client portfolios and make investment decisions.
Aequilibrium™
Our Aequilibrium™ platform goes beyond standard portfolio tools by providing a comprehensive framework to evaluate, compare, and optimise client investments with institutional precision.
Key Capabilities
Evidence-Based Portfolio Assessment
Thoroughly examines client portfolios across multiple dimensions including asset allocation, risk metrics, performance attribution, and fee structures to identify optimisation opportunities.
Comparative Analytics
Visually demonstrates how portfolio adjustments can enhance risk-adjusted returns, reduce costs, or better align with client objectives through side-by-side analysis.
Cost-Benefit Evaluation
Quantifies the potential impact of proposed changes, providing clear evidence of how modifications would improve your clients' financial position.
Multi-Dimensional Risk Assessment
Analyses portfolios across various risk parameters including volatility, drawdown potential, sector concentration, and correlation factors to identify hidden vulnerabilities.
Client-Ready Reporting
Generates clear, compelling visualisations that transform complex data into actionable insights for client presentations and investment committee meetings.
Success Story
Altum™
Our Altum™ software combines advanced quantitative modelling with comprehensive market analysis to drive superior investment decision-making through deep, multi-layered insights.
Key Capabilities
Dynamic Asset Allocation
Provides data-driven insights for strategic and tactical asset allocation decisions, identifying optimal positioning across market environments.
Quantitative Market Analysis
Integrates over 400 proprietary models and analytical frameworks to identify market opportunities, evaluate trends, and assess risks across global markets.
Multi-Factor Assessment
Examines markets through multiple lenses—macroeconomic indicators, valuation metrics, market sentiment, and technical factors—to develop a comprehensive view of investment conditions.
Forward-Looking Scenario Analysis
Stress-tests portfolios against various market scenarios to anticipate potential outcomes and prepare contingency strategies.
Success Story
Our Solutions
Our Technology Advantage
Our proprietary technology platforms represent a significant competitive advantage for our clients, enabling them access an institutional-grade of portfolio and market insight.
Adviser Efficiency
Reducing research time and administrative burden so you can focus on client relationships.
Institutional-Grade Analysis
Accessing sophisticated analytical capabilities typically available only to large institutions.
Defensible Decision-Making
Supporting investment recommendations with objective, data-driven evidence.
Client Confidence
Demonstrating the value of your investment approach through clear, compelling analysis.