Dynamic multi-goal based investing.
We start from the investor’s goals and select the best investment strategies over time to achieve them and insurance solutions to protect them.
We overturn the traditional approach to investments which is based on the risk characteristics of customers for the selection of investment strategies. In fact, for us it is the probability of achieving each objective that guides the management of the client's resources and the level of risk associated with the portfolio over time.
We design engines that enable financial intermediaries to offer distinctive and innovative advisory services in the wealth tech field.
We apply a quantitative method strongly based on investor objectives and a holistic approach that includes insurance converages to protect the plan.
We revolutionize the methods of providing advisory services by focusing on a scalable, guided and truly customized process for the client.
More than a company, three generations of experts in the financial world who share a goal: to evolve investment services.
Our algorithms support financial and actuarial engineering models whose patent is registered in Italy and abroad.
We design engines that enable financial intermediaries to offer distinctive and innovative advisory services in the wealth tech field.
We apply a quantitative method strongly based on investor objectives and a holistic approach that includes insurance converages to protect the plan.
We revolutionize the methods of providing advisory services by focusing on a scalable, guided and truly customized process for the client.
More than a company, three generations of experts in the financial world who share a goal: to evolve investment services.
Our algorithms support financial and actuarial engineering models whose patent is registered in Italy and abroad.
Investing in objectives gives the client a financial purpose by attributing a goal to their investments. The emotional value of the objectives motivates them to save more and invest with a longer time horizon.
A dynamic portfolio selection over time maximizes the likelihood of hitting all goals. This translates into a truly personalized service and a scalable advisory process.
Mind Over Money integrates the insurance component: calculating the optimal coverage level to protect the plan and keep it sustainable over time.
We work out the the best plan to implement the investor's life projects. Our solution calculates the optimal and sustainable choices throughout the duration of the plan, selecting investment strategies that optimize risk-return exposure with respect to the individual client's objectives.
We support the customer in identifying, sizing, prioritizing and positioning their life projects over time through a guided, simple and intuitive customer journey.
We suggest an investment strategy based on the punctual quantification of the declared objectives and their positioning over time. And we do it using dynamic programming and quantitative finance algorithms.
We modify the portfolio selection over time, choosing the most correct investment strategy for each scenario of the plan in order to maximize the probability of achieving all the objectives expressed by the client.
We calculate the level of coverage on the basis of the trade-off between the value of the policy premium and the impact on the plan deriving from the potential damage, inserting it within the multi-goal based planning.
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To support the client in a
self-mode guided
approach.
To support financial
advisory.
Our solution can also be used to support specific purposes including financial education, gamification functions and commercial campaigns with customized plans starting from customer data.
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