In this digital age, getting an eye-ball in your site is the most crucial feat. How intuitive & visually appealing you make it, best decides the outcome.
As you focus on UX, we power you with all the data that you can possibly fathom. Working with us, you would never ever feel deprived of not having a feature on your website.
Multi Family Offices
Customization is the key when you engage UHNW clients.
We understand it better than anyone else and have implemented flexible research architectures to fulfill this need.
Whether it is Attribution Analysis, Optimization Modeling, Monte-Carlo, Asset-Allocation Strategies or just about anything under quant, we bet to get you an edge over the Private Bank.
Dealing with Masses with Class.
This is what a successful IFA business model would aspire for.
We have fulfilled this aspiration for many of our IFA clients. You could be next.
Our SaaS Models helps you to scale & compete with any big player, without leaving many holes in the pocket.
MILESTONES, LIKE NO OTHERS
THE ONLY FIRM FROM INDIA THAT GOT FEATURED IN TRACXN'S GLOBAL ROBO ADVISORY REPORT UNDER PRACTICE MANAGEMENT ENABLER CATEGORY.
AND 1 OF JUST 33 SUCH FIRMS, GLOBALLY!
Available as APP & API
Underpinned by empirical and behavioral research, MatRisQ is designed to explore the unexplored aspects of your client. What comes out is an insightful report that cements your engagement plan.
MatRisQ is perhaps the only risk profiling tool in the world, that will help you understand your client's Risk Tolerance and Capacity, distinctively. What more, you can even understand the Risk Required, by inputting the goal values and savings.
It's not all, there are many differentiators. Click here to Experience
Available as APP & API
GoalPost is built with just 1 objective in mind.
Never let the Advisor feel incomplete with a feature or a scenario that they want to simulate while planning for the client's goals.
Imagine you are having a conversation with your client over a coffee. By the time your client is half the cup, you would be presenting a Comprehensive Retirement Report. That fast, but power packed with numerous simulations.
GoalPost is the perfect blend of `Being Easy & Effective'. Experience it here
Available in Excel & API
Whether you are an IFA trying to take the best Fund Selection Decision or a Robo Platform aiming to give Stunning Charts, look no further.
Exclusive, yet Flexible MF Ranking Methodology that weighs between Risk & Returns spanning across time periods is a feature that will make your jaw drop. Return frameworks such as Trailing, Point to Point, Discreet & Annual have left no stones unturned in analyzing a fund performance.
To explore this Delta Tool for Advisory Alpha, check API Documentation
Available as Domain & API
Are you a Robo figuring out to give intelligent & automated portfolios?
Or a Family Office aiming to offer the most optimized portfolios that fall on efficient frontier?
Either way, your search ends here. Whether it's the best quant or the most complicated data, we are sure to serve your need.
Talk to us Today & Have Umpteen Options to Delight Your Clients
Subscribing to Pulse Labs Fund Research Reports has helped us increase our Client Engagement Levels.
The Factsheets with Research Notes adds terrific value to our client communications. Superior Methodology adopted in the ranking of MFs have immensely helped us in our review process.
R & D Capital Services, Bangalore