The flagship platform

MultiAsset Pro: Global capital markets intelligence, portfolio and index analytics - one platform.

MultiAsset Pro helps you understand how a portfolio performed, and the market environment that shaped it. ETF and index providers can deploy it under their own brand, powered by their own data.

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Module 1

Market intelligence

Markets

Risk

AI commentary

A complete view of global markets - equities, fixed income, commodities and more - with performance and risk measures side by side, across multiple currencies and updated daily.

AI commentary sits on top of the data, explaining what is moving and why. The result is a market conversation that starts from the same clear, current picture the client sees - under your brand.

Module 2

Portfolio simulation

Build

Benchmark

Understand

Build a portfolio and see it the way an institution would: performance and risk together, against any benchmark, in any of five currencies, with analysis that extends across asset classes.

AI commentary keeps a running narrative of what the numbers mean - enough depth for a professional conversation, delivered simply enough to share on screen with a client or prospect.

Module 3

Index simulation & custom index screener

Load an index

Screen it

Compare

Constituent-level insight into any loaded index, and the tools to explore what-if versions of it - screened, reweighted and compared against the original.

The same analytics engine as portfolio simulation, applied to the index universe. For ETF and index providers, it puts your own universe at the centre of the analysis.

The gap it closes

What you would need to combine to achieve the same functionality.

Market intelligence terminalCross-asset performance data, industry analysis and market context - institutional workstations start at $25k+ per seat per year.

Portfolio analytics platformReturns, risk metrics, drawdown and benchmark comparison.

ETF & index data providerConstituent data, index simulation and custom screening.

Multi-asset allocation toolBlending asset classes and historical allocation analysis.

AI narrative layerContextual intelligence briefings across every module.

White-label deploymentCustom branding, client and prospect-facing UI with presentation-ready output.

MultiAsset Pro delivers all of this in one client-facing platform - while existing tools are either back-office focused, too complex, too expensive, or missing the integrated client-facing experience.

Data architecture

Built for integration. Private by design.

Swappable data layer

The platform is deliberately built on a compact, swappable data layer, made to run on your data, in your environment. Implementation is a defined, lightweight process - not an infrastructure build.

No database

No SQL, no middleware, no complex data infrastructure - and sub-second analytics throughout.

Privacy first

No user data is stored anywhere. Every session is fully private and ephemeral - critical for institutional clients - with no visible dependency on outside vendors.

See it in action.

Book a demo to walk through the platform and discuss deploying it under your brand with your own data.

Book a demo