For investment advisors

The module for calculating an individual investment recommendation implies daily updated (recalculated) portfolios using two built-in strategies (fractal and factor analysis). Each strategy has backtesting with the result displayed in the interface. It is possible to create a multi-portfolio consisting of various strategies, as well as with the introduction of a new financial instrument, such as a structured investment product. In the future, it also implies the transfer of the administrative interface, in which it will be possible to interactively configure the resulting portfolio (shares for each strategy / instrument)
Office
The first NAUFOR-accredited independent investment software
Acknowledgment from the Main Directorate of the Bank of Russia for the Central Federal District "for a significant contribution to the cause of financial education"
Gratitude of the City Methodological Center of the city of Moscow
Nominees for the Finaward Award in the Investment Product or Service category
Guest experts on roboadvising of the Financial Literacy
Gratitude for festival of the Department of Education of the Mountains. Moscow
Gratitude for significant contribution to financial education
Gratitude for cooperation in the creation of the "Financial Security" program