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Location Head Office

Rue Defacqz 78
Brussels
BE

Telephone

+32 4 224 65 00

Contact

Orinn O Checkley
[email protected]

FolioMaster, Portfolio Optimisation & Management Solution

FolioMaster provides an objective risk-return diagnostic of exisiting asset allocation in the function of strategic constraints set by Institutional Investor clients. It also provides an objective analysis based on quantitive tools and demonstrates a granular understanding of portfolio performance.

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WealthExpert and WealthExpert Lite

WealthExpert allows any Financial Advisor to define and profile investors’ risk appetite as well as their aversion to risk. It then proposes the optimal asset allocation to match this profile. It also ensures that both normal and extreme risks on the asset and market side are calculated. The product will handle the reverse profiling of any existing portfolios …