From first portfolio to multi-billion mandate, run the same proven analytics core with workflows adapted to your team, governance model, and capital scale.
Instead of separate product stacks, each segment gets the same research engine with a different operating layer.
$150K-$1M in Assets
Balanced factor investing with enough sophistication to generate alpha while remaining fully transparent.
Service model: Digital-first with quarterly advisory check-ins
AI Agents
Balanced factor strategy across 35-50 position portfolios
Portfolio insight guidance with comprehensive analytics
Short form summaries for quick decision-making
Just-in-time knowledge and educational resources
Enterprise implementation adjusts around governance and deployment constraints without changing the analytics backbone.
RIA / Fund / Advisory
Scalable, white-label factor investing infrastructure for RIAs, fund managers, and advisory firms.
Service model: Dedicated implementation team with custom development
White-label platform with custom branding and client portals
API-first architecture for system integration
Bulk portfolio management with household-level optimization
Automated compliance monitoring and regulatory reporting
One analytical core, tuned workflows.
Factor attribution and risk analysis across holdings and mandates.
Natural-language construction for model portfolios and sleeves.
Real-time monitoring for exposures, performance, and alerts.
Direct indexing workflows for tax and mandate constraints.
Tell us your investment objectives and we will map the right workflow for your team.
Schedule a Demo