Powerful and innovative solutions for a new era
Equip your institution with intelligent tools that provide accurate information and comprehensive portfolio analyses, to make successful investment decisions.
We understand that investment managers require state-of-the art technology to provide effective and profitable services to their clients. Agility, versatility, and user-friendliness of a digital solution are crucial in managing the intricacies of investment activity across multiple markets and financial assets. Transparency in fee calculation, as well as real time portfolio analysis, are also important in maximizing profits.
Our award-winning solutions are inherently seamless. Integration processes, such as client onboarding and regulatory compliance, are fully automated to provide a highly efficient management experience. We provide the best system for financial institutions to maintain a competitive advantage through advanced real-time data and accurate portfolio valuations in delivering superior service to clients.
Our Main Products for Investment Management
Tradesocio’s Robo Advisor is embedded with a unique AI-based algorithm and a fact-finding investment logic. It provides users with accurate and reliable investment advice that is actionable within a matter of seconds.Learn More
Separately Managed Accounts
Separately Managed Accounts (SMA) is a frictionless investment management platform that allows auto-management of multiple base currency accounts in real time. Provided with a holistic view of their portfolio, investors are also given the liberty to optimize and manage their investment capital allocation seamlessly.Learn More