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Customization, tailoring, and democratization are among the biggest trends sweeping the wealth management industry as firms strive to offer to a mass audience the investment strategies and risk management applications previously reserved only for the select few.
But wealth management firms servicing one, thousands, or tens of thousands of bespoke portfolios requires meeting the challenge of reporting, processing, calculating beta, monitoring position limits, benchmarking, and other critical calculations at the highest level of accuracy and timeliness.
That’s where a new crop of financial automation start-ups is making it work.
Leading them is Everysk Technologies, an investment technology company providing multi-asset portfolio analytics with data-centric, machine learning techniques.
Two vivid examples:

  1. The first is a leading asset management firm providing customized risk management strategies to financial advisors and their clients. Built on risk management strategies previously only available to institutions and very high net worth clients, and requiring a high level of hands-on work, this firm is servicing 1,000s of client portfolios and monitoring them at a granular level with a small, focused team.  And, in using technology to make it work, this firm is making top-tier portfolio scanning, calculations, and risk management accessible to many new investors.
  1. In the second case, Everysk automation is working with an international, publicly-traded financial services platform and provider of low-fee financial products to provide automated portfolio risk monitoring technology across multiple asset management units and hundreds of portfolios daily.  Here, asset managers can identify and mitigate potential investment risks earlier and more accurately with Everysk’s risk monitoring and alert platform. Everysk provides forward-looking stress testing, factor modelling, and risk attribution for multi-asset, multi-currency portfolios covering 90 exchanges, 200,000 global equities, 40 currencies, government, and corporate bonds.

Everysk is helping its clients make customization and democratization a reality.