Personalised Financial Intelligence
The world is going digital. Finance is no exception.
We combine decades of global markets expertise with the latest advances in data science and technology to help professional and institutional investors harness the digitization of finance.
We deliver a secure, scalable and high-performance environment on the cloud or on premise to offer truly personalised service at scale and an engaging digital experience for you and your clients. Our service can be offered under your brand and configured to fit your business.
Built for performance
We built our platform with performance in mind, so you can perform for your and your clients. Smart allocation, automatic re-balancing, systematic risk control, the ability to hedge out unwanted currency risks all contribute to achieving better returns over time. For sophisticated investors, the ability to go both long and short can also contribute to better risk-adjusted performance.
True personalisation, at scale
We enable you to create and customise investment strategies that meet your and/or your clients' requirements and market views. Our flexible architecture scales as you grow your business. Computing power and storage capacity grow automatically with demand, whether our service is hosted on the cloud or on your premises.
Don’t just invest, build
We make the process of designing bespoke investment strategies as fun and intuitive as building a Lego kit. With ALPIMA you can build a brand new strategy with drag & drop ease, either from scratch, or starting from an existing strategy. Use our pre-defined list of allocation engines, enter your own rules, or design your own logic. Smart investing does not have to be complicated.
We make it simple for you
We make evaluating, comparing, and customising strategies easy. Building a new personalised portfolio from scratch takes a few seconds and execution can be done in a click. Portfolio re-balancing is either automatic or semi-automated (with consent). Monitor your or your client's progress through intuitive dashboards, and if you need to speak to someone, our servicing team is available by phone, chat or email.
The best of man + machine
In the same way that an autopilot makes an airline pilot fly better and more safely, our platform acts as a smart computational extension of you to help you generate insights and make you invest better. We regularly introduce new engines and strategies which we re-calibrate as new market data becomes available. See how your views and constraints shape your strategies, how exposed they are to the risks that matter to you and how they might perform in the future.
Harness the wisdom of others
Our Share feature enables users to send each other strategies they have designed or been working on. There is nothing like a bit of emulation to improve things, plus, many people who find something that works like to share, even in financial matters. Let colleagues compare notes on strategies they have designed. Professional users can share selected content with clients and prospects.
Security and Control
We built our platform with security in mind. We protect financial data using Amazon Web Services' reference architecture. We use separated AWS accounts, virtual private clouds (VPC) and VPNs to ensure your data is isolated and protected. A record of all access and change events is maintained for audit and governance purposes.