Our tools enable you to pick the right funds for the right objectives at the right costs.
The vision is to enable you to create your own investment programs as easily as anything else so that you spend your time on what truly matters to you.
Whether you are after a second opinion, check the quality of a manager or start a plan from scratch, our tools take you through every single step to build portfolios that minimise your downside risks but increase the probability of capturing upsides so that you protect and grow your capital better.
Our thorough approach encompasses:
Our technology Draastic© is here to help you navigate the complexities of obtaining robust investment portfolios by overlaying single family offices and institutional investors best practices so that you have a sound asset allocation and, soon, have a far smoother manager due diligence process thanks to our customisable ai-powered fund search bot (watch out).
start controlling your clients portfolio better. Apply for a demo.
Benefits for you
We alleviate you from the usual complexity of finding the right information to make the right decisions to minimise downside risks but maximise the probability of capturing upsides.
Money stays where you want it to.
No market timing to save you unnecessary churning fees. Just disciplined long term investing with embedded portfolio Insurance.
Any question? Ask our qualified investment experts.
Our scoring tools enable you to verify how well clients' portfolios are geared to
effectively getting them closer to their goals
for a risk level
commensurate with their appetite.
As our article about risk points, a portfolio supposedly meant to keep a risk level constant may actually get you into unsuspected risk levels that do not suit your requirements. This what this tool enables you to check.
Finally it proves to be an excellent way to have all your holdings centralised in one place to monitor them more simply than anything else!
What you gain
|Features||Benefits for you|
|Institutional Products||Access the products you need to match your sophistication.|
|Portfolio Scoring||Understand how your advisers are managing your money. Dump bad advisers and switch to better ones.|
|Asset-Liabilities Modules||Design the strategy your cash flow requirements demand.|
|Fund Selector||Hold onto the providers who can manage your money best.|
|Portfolio Execution||Eliminate hurdles and invest faster with our easy-to-use tools.|
|Support||Get any information when you want it to make better-informed decisions.|
We are your financial navigation system. We'll be your single point of access to a wealth of institutional products, information, and expertise. Whether you’re a family officer, an independent adviser…, SYB will work for you, professional investors.
Family offices and Professional Advisers
If you need an expert review of your portfolios or maybe you are not too sure of your investment broker, kindly shoot us a mail at firstname.lastname@example.org.
We can also customize our business tools to fit your needs.
Four easy steps to fix the puzzle
We’ll give you a free Portfolio Scoring Analysis plus a
free one-month trial of our AA+ account.
Want to know more ?
Ask for a demo. Please contact us by completing the form below.