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Investing Module

Proprietary, ML-based tools for portfolio creation and optimisation

investing module

Why adding this module

Our Investing Module helps asset managers and wealth managers with the creation and customisation of investment portfolio based on each client’s investment goals and risk limits.

 

Asset selection

Our Clustering Tool allows you to analyze and compare mutual funds, ETFs, stocks and bonds based on quantitative KPIs.

Portfolio Optimization

The Portfolio Optimization tool allows you to balance portfolios according to your investment objectives and risk limits.

Backtesting

The backtesting tool allows you to analyze the behavior of a model portfolio and compare it with user-selected benchmarks.

Investible Universe navigation

Intelligent navigation of the firm’s investible universe, including analysis and comparison of financial instruments.

A Modular PLAtform

Our modules

Qadra Platform is a complete and flexible digital solution for wealth managers. Discover the other modules of our platform: