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Our solutions
The Smart Risk Suite
Power-up your advisory process with Smart Risk
Smart Risk is a cloud-based modular solution designed to seamlessly integrate into the advisory journey. The Smart Risk suite consists of a set of modular APIs and web apps, as well as an underlying data connectivity platform to aggregate and consolidate multiple data sources.
- 22-year R&D : Easy to use market-proven expertise
- Next-generation technology : Cloud and API technology to ensure a smooth and interactive user experience
- Modularity : Modular access to white labeled web apps, APIs and data connectors to fully integrate in your existing processes
Smart Risk Decisions
Web application
Empower your advisors with a game changing web app to support the client/advisor relationship and deliver tailored and pro-active investment proposals
Interactivity
Onboard your end-client with an interactive discussion and a “4-hands” investment decision
Explainability
Beyond optimality, avoid the black-box effect: explainability and transparency are key to a trustful advisor/client relationship
Simplicity
Easy-to-use scenario simulation, impact analysis to understand the impact of investment decisions
Smart Risk Decisions for Insurance
Web application
Equip insurance portfolio managers with a digital solution to support their investment decision in a complex regulatory and accounting environment
Interconnectivity
Connect to your internal or external Portfolio Management System for a consistent user experience
Leverage
Rely on internal expertise and data to feed our models and ensure consistency
Scalability
Run portfolio optimization on a large number of instruments and constraints on SCR, accounting, etc…
Smart Risk Decisions for Private Wealth Managers
Web application
Equip private wealth managers with a robust, intuitive, and ready-to-use application to support cross asset-class portfolio construction in an increasingly complex investment environment.
Turnkey Digital Solution
Access the web app instantly through an easy-to-use interface with built-in market data and no need for complex IT integration
Global Wealth Modeling
Model portfolios with a wide range of out-of-the-box indices across asset classes to get a global and unified view of the client’s wealth
High Value Features
Assess risk, simulate scenarios and optimize allocations across all asset classes in line with the client’s goals and preferences
Smart Risk APIs
Integrate cutting-edge analytics and robust optimization in your advisory process
Risk and performance portfolio analytics
Robust portfolio optimization combining risk, return, ESG and regulatory constraints
Hypothetical and historical stress-testing
Consistent market scenario generation
Multi-factor portfolio analysis
Factor scan: optimal factor selection based on machine learning and clustering techniques
Regulatory risk: AIFMD, Solvency II (Market SCR), PRIIPS