Improve your customers investment experience.

Embedded investment management

Solutions

Individual assistent

Fundamental scores

Raw data

Portfolio know-how

Everyone invests differently. 🌟

We enable your customers to find the right investment.

Individual assistant

Everyone invests differently. 🌟

We enable your customers to find the right investment.

Individual assistant

We enable your customers to find the right investment.
ID Scores

The confidence boost
for your clients investment decisions



Does this stock fit my preferences?

Complex preference patterns broken
down into simple scores and practical guidance.

Learn more? Get in touch with us!
Individual
investment
proposals

Precisely tailored results
improve your watchlist conversion.


Learn more? Get in touch with us!

Stock analysis in a blink.

With our scores, your customers will understand fundamentals faster and easier.

Fundamental scores

Stock analysis in a blink.

With our scores, your customers will understand fundamentals faster and easier.

Fundamental scores

We enable your customers to find the right investment.
Economic &
Sustainable
scores

for stocks, ETF's and funds
increase the investment confidence of your customers.

Learn more? Get in touch with us!
One billion data points transformed into scores.

Shorter decisionmaking processes
for your clients because of lower barriers to deal with fundamentals.

Learn more? Get in touch with us!

Stock analysis in detail. ✌️

Backing your customers fundamental analysis by providing valide and clear stock insights.

Raw data

Stock analysis in detail. ✌️

Backing your customers fundamental analysis by providing valide and clear stock insights.

Raw data

We enable your customers to find the right investment.
Economic fundamentals

In-depth asset analysis
by providing growth rates, absolute numbers and CAGRs of fundamental numbers.

Learn more? Get in touch with us!
Negative screening and
ESG data

Oportunity to make sustainable investment decisions
is finally possible for increasingly conscious investors.

Learn more? Get in touch with us!

Powerful portfolio toolset.

Enable your customers to analyse and optimise existing portfolios or provide your own financial product from scratch.

Portfolio know-how

Powerful portfolio toolset.

Enable your customers to analyse and optimise existing portfolios or provide your own financial product from scratch.

Portfolio know-how

We enable your customers to find the right investment.
Portfolio analysis

Raw data and portfolio scores
enable a holistic view in terms of risk-return ratio, sustainable impact and individual fit.

Learn more? Get in touch with us!
Portfolio construction

AI empowered construction of preference optimised portfolio
risk-adjusted, flexible and preference orientated.


Learn more? Get in touch with us!