The process

Dynamic Direct Indexing

Over the past 20 years of working with investment advisory firms we found the customization and personalization of offerings increase the value of the relationship with the individual client.

Advisory firms have used ETF and mutual funds for many years but we give you the ability for you to build a Dynamic Direct Index using individual securities.

the process

Design Your Exposure

We encourage investment firms to brand their strategies, bringing in the unique ideas and philosophies that they’ve learned from their years of experience into their products.

Personal mutual funds differentiate you from other advisory firms as very few actually use individual securities and their practice.

With most advisors utilizing modern portfolio theory and allocation strategies to manage her customer accounts there is very little differentiation between one firm to the next.

the process

Customize your approach

PortfolioXpert has an integrated reasoning rule set that adapts to changes in market environments, as It actively adjusts exposure to change risk levels.

With OpenFin, you can leave those issues behind. The engine you test on is the same your apps run on. You decide when to upgrade even on your customers’ desktops. With OpenFin, you’re in control.

  • -Eliminate browser-related production problems.
  • -Drastically reduce costs for new functionality.
  • -Improvise, revise and innovate in a dynamic, stable operating environment.

The process

Implementation

Questions of cost and time can stifle innovation. How much? How long? And how much real productivity will you generate? OpenFin enables true iterative development, empowering quick updates and A/B tests without threatening your ecosystem. So the only question you’ll have to answer is, where are we going for lunch?

With the power of immediate updates and remote debugging, you may forget what “frustration” means.

  • -Eliminate long development schedules.
  • -Drastically reduce costs for new functionality.
  • -Improvise, revise and innovate in a dynamic, stable operating environment.

the process

Deliver Results

The robust knowledge and inference engine allows the models to allow for dynamic changes in market environments to deliver a risk adjusted returns protecting downside risk while participating in upside capture.

It systematic rules are driven by behaviors of marketvolatility and trend changes.

Controlling Risk in uncertain times.

See how PortfolioXpert Dynamic Process  Perseveres equity in adverse market environments.

Learn more

Get started with PortfolioXpert

Find out more on why PortfolioXpert delivers the best risk adjusted driven performance.

Learn more