The investment industry
We Service Professionals
Based on insight into the needs of the financial world we offer services enabling investment actors to deliver and achieve greater value.
Customer focus
Investors, Institutions, Traders and Funds
The needs of our customers can be divided into four overall categories.
These are investors wanting to advantageously invest their own funds, people who make a living handling assets from many stakeholders in one pool, those who focus on the transaction itself, and finally anyone managing wealth as a fund.
Regardless of which category your business falls into, or whether it operates across more than one of them, we are able to help you.
Investor
Customer type
Private
Requirements
Return over time
User friendliness
To the private investor looking to allocate a portion of their wealth to an application yielding expected return over time, the focus is to always have secure assets in the portfolio, with a manageable effort and without extensive institutional knowledge.
Wealth Management
Customer type
Banks
Pension Funds
Investment Associations
Funds Brokers
Requirements
Result Maximization
Risk Management
Compliance
Customer Retention
Businesses in the institutional market will typically put together a selection of stock portfolios and offer them to their customers. These portfolios are differentiated by market geography, industries and stock sizes, in order to accommodate different the interests and investment focus of different customer groups.
Trading Assets
Customer type
Trading Platforms
Copytraders
Robotraders
Requirements
Market Flexibility
Result Maximization
Signal Accuracy
Signal Volume
For those in the business of delivering buy and sell signals to their customers, everything hinges on the quality of the signals. Even though the sum of the signals is obviously crucial, the quality of the individual signal is proportionally more important to businesses based on the transactions themselves.
Fund Management
Customer type
National Exchange Funds
International Exchange Funds
Requirements
Result Maximization
Risk Management
Compliance
Trading Freedom
The nature of a fund as one big financial instrument means that the fund manager will typically want to monitor a larger, national or international market segment aiming to isolate the few assets which will generate optimal return on the fund. The track record is the primary parameter for attracting new customers.
