Portfolio Optimizer

Portfolio Optimizer

You manage a large number of individual investment products and regularly adjust them to current market developments. The Portfolio Optimizer enables you to analyze and optimize complex portfolios in seconds. This gives you a clear competitive advantage by offering your clients individual asset management at lower costs.

Your challenges

Complex management of multiple investment products

Compliance with complex restrictions

Inappropriate tools for regular TAA

Manual transfer to the trading system

Our solutions

Efficient and accurate management of large product portfolios

Automated TAA taking into account all asset-specific restrictions

User-friendly and robust software solution for high scaling effects

Seamless integration into your existing system infrastructure

Your benefits

Attract more customers through targeted individualization: Increase your attractiveness for new customers through individually tailored investment products that address specific needs and market requirements.

Justify higher management fees: Position yourself successfully in the competitive environment by clearly highlighting the added value of your optimized and personalized investment products.

Efficient processes to reduce costs: Benefit from automated processes that reduce your operating costs and increase the efficiency of your portfolio management.

Increased compliance by minimizing sources of error: Improve compliance by eliminating manual errors in TAA optimization and relying on an automated, compliant process.

Schedule a free expert consultation

Thomas Maier

Director Solutions Engineering

With over 11 years of experience in data analytics, I assist clients in the financial industry to gain valuable insights and predictions from complex data.

thomas.maier(at)datahouse.ch

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