Investment Planning & Execution
Whether you are after a second opinion, check the quality of your manager or start a plan from scratch, our tools take you through every single step of ensuring you have what you need for what you want. Such steps encompass:
Our technology Draastic is here to help you navigate the complexities of obtaining robust investment portfolios by overlaying single family offices and institutional investors approaches. This way your investment portfolio is truly geared to optimally serve your goals based on your unique circumstances and risk management requirements.
Start controlling your money better. Try us for free
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.
Your money stays with you.
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 your portfolios are geared to
effectively getting you closer to your goals
for a risk level
commensurate with your 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 why 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 or a private investor, SYB will work for you.
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 email@example.com
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.
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