See the technologyin action
Interactive demos of what we build for allocators. No installs, no sign-up — just open one and start exploring.
Portfolio Optimizer
Find the optimal mix, then see every trade-off
Upload monthly returns and sweep thousands of allocations to surface the best portfolio for each objective — Sharpe, alpha, drawdown and more — with live reweighting and an exportable report.
Guidelines Tracker
Add your holdings and rules, see breaches instantly
Define investment guidelines — allocation minimums and maximums, targets, per-position caps and benchmark concentration bands — then check a portfolio and get an instant pass/breach dashboard with the exact positions driving each rule.
Exposure Calculator
Blend funds and weights into one look-through profile
Enter funds and weights and instantly see the blended portfolio exposure across region, market cap, sector and style. Add or trim funds to test any what-if, then export the scenario.
Rules-Based Screener
Score every holding against your rule book
Define a rule book per portfolio sleeve — metric, operator, threshold, severity — and instantly see every holding scored pass, watch or breach. Add a rule and the whole book re-screens live, with a full holdings-by-rule results matrix.