Build, Access, and Deploy Investment Models at Scale
40+
Investment Models Available
100%
Customizable with you own models (all asset classes)
Live
Model Synch and update.
A dynamic, cloud-native marketplace to power portfolio construction, proposals, and model-driven wealth platforms.
Build, Access, and Deploy Investment Models at Scale
40+
Investment Models Available
100%
SOC 2 Certified
Real-time
Model Synch
A dynamic, cloud-native marketplace to power portfolio construction, proposals, and model-driven wealth platforms.
Why Choose our Model Marketplace
Enterprise-grade model management built for modern wealth platforms
Extensive Model Coverage
Build your own with any asset class or use ready-to-use investment models across sectors and strategies. From factor-based to ESG, we’ve got your portfolio needs covered.
Customizable & Centralized
Build your own models or deploy firm-wide strategies from one place. Clone, modify, and publish with full version control.
Seamless Execution Flow
Go from model selection to trade proposals and rebalancing in clicks. Automated workflows that save hours of manual work.
Extensive Model Coverage
Build your own with any asset class or use ready-to-use investment models across sectors and strategies. From factor-based to ESG, we’ve got your portfolio needs covered.
Customizable & Centralized
Build your own models or deploy firm-wide strategies from one place. Clone, modify, and publish with full version control.
Seamless Execution Flow
Go from model selection to trade proposals and rebalancing in clicks. Automated workflows that save hours of manual work.
CORE CAPABILITIES
A Marketplace That Does More Than List Models
Complete model management infrastructure for enterprise wealth platforms
40+ Quantitative Models
Factor-based investment models with customizable parameters and strategies.
Model Builder & Cloning
Create custom models or clone existing ones with full modification control.
Multi-Model Assignments
Assign models by client, segment, or advisor with granular permissions.
Performance Dashboards
Real-time performance and risk reporting across all models.
Drift Alerts & Sync
Automated portfolio drift monitoring with model synchronisation.
Proposal Generation
Generate compliant proposals directly from model selections.
Batch Execution
Execute trades across multiple accounts with export capabilities.
40+
Investment Models
$100B+
AUM on Platform
2,000+
Advisors Using
Real-time
Model Sync
Where Models Meet Management
This is more than a static list. It’s a governed, dynamic platform that puts you in complete control of your investment models.
1. Create
Build or import investment models
2. Publish
Version control and approval workflow
3. Assign
Distribute to advisors and clients
4. Monitor
Track adherence, drift and compliance
5. Optimize
Update and rebalance automatically
1. Create
Build or import investment models
2. Publish
Version control and approval workflow
3. Assign
Distribute to advisors and clients
4. Monitor
Track adherence, drift and compliance
5. Optimize
Update and rebalance automatically
Designed for Every Investment Workflow
Choose the deployment model that fits your role
Use firm-provided or custom models for personalized portfolio construction
√ Access to firm-approved model library
√ Custom model creation and modification
√ Client-specific overlays and exclusions
√ Proposal generation from models
√ Performance attribution reporting
Scale IPS and proposals with model-driven execution logic
√ Bulk model assignment and execution
√ Automated IPS generation
√ Compliance workflow integration
√ Multi-account rebalancing
√ Trade order management
Deploy pre-approved models firm-wide and monitor usage and adherence
√ Centralized model governance
√ Usage analytics and reporting
√ Version control and approval workflows
√ Drift monitoring across firm
√ Compliance adherence tracking
Plug models into robo or hybrid experiences using our APIs
√ RESTful API access to models
√ Real-time model data feeds
√ Embedded widget components
√ White-label integration options
√ Webhook notifications
