Financial Technology Solutions to Foster Sustainability & Growth
Before you start, you might not know how or where you should start. For many businesses and financial professionals, sorting and organizing data might be the first and biggest challenges. Our team will help you extract your data from different formats and store them into ones that can be indexed and categorized.
Allow your data and resources work for you. Devise new business applications and integrate digitized data for your business. What gets measured also gets managed. And what gets digitized gets measured.
Imagine you can isolate and control each or groups of your muscle cell. Wouldn’t that be convenient if you want to shape up? With cloud controlled data, we can help you build infrastructures or outcome specific platforms for your business.
Access data through a cloud based portal (platform) for your data display and analysis purposes. You can easily access data directly from your internal IT supports.
Data management solutions convert your old files into gold mines. Cloud-based data increases your capacity and enhance functionality for your operations. You can easily identify under-serviced clients, high probability lead conversions, and high-risk user accounts. Data can be delivered in COM server (Excel) or cloud-based platform so that you don’t have to add expensive infrastructure or increase/train existing in-house support staff.
Portfolio management with North America stocks and ETF support
Account trade activities and balance sheet
Model risk forecast and value at risk (VaR) analysis
Robust portfolio returns and risks charting and data set system
Tracks dividends, cash, and corporate actions
Household and client level account management
Service and case reminders
Team collaborative management
Client communications and log
Deal Flow Management
Invested and private placement management
Venture funding and distributions
Fee structure and cash flow management
Risk profiling and investor behavioral investor types (BITs)
Life style and investing goals recording
Goal forecast and analysis
Workflow technology solutions automate your operating process, from KYC to financial planning. Workflow automation allows you to identify opportunities and convert leads. More importantly, they help you build a solid compliance structure. For investment professional teams, workflow technology solutions are imperative to facilitate collaborative efforts among team members.
Diversification & Optimization
Multi-level vectorization under mean-variance portfolio theory (MPT)
Compare performances by Sharpe, risks, and returns
Optimal asset allocation with different time frame
Value at Risk (VaR) hybrid approach
Risk plotting and tail distributions
Credit Value Adjustment (CVaR) generated probability of default
Price and volatility simulations
Monte Carlo Simulation with Black-Scholes-Merton (BSM) model
Graphic and technical analysis for individual stock or portfolio
Intrinsic valuations with Discounted Cash flow (DCF) and parallel calculation
Financial strengths (RSI and ROE) mapping for individual security
Industry analysis with heatmap
Financial data and comparative analysis
Principal Component Analysis (PCA)
Cash flow, risk neutral & NPV analysis
Correlation and co-variance analysis for stock portfolios
Financial engineering solutions turn your portfolio management into a scientific research lab; from herding based to rule based, from emotion based to data based. Asset allocation optimization and risk management are driven by statistic engines. If you have a thought process for your portfolio management practice that needs an outlet, we can integrate it into a cloud-based portfolio management platform for you.