Plataforma de inversiones inteligentes que rentabilizan tus ahorros y optimizan tus inversiones de manera personalizada. Fácil, transparente y seguro.
The customer acquisition costs and time constraints faced by traditional human advisors have left many middle-class investors underadvised or unable to obtain portfolio management services. We offer an investment model for anyone investing €3,000 euros or more, using an experienced team and advanced technology. We believe we provide private banking services at a fraction of the traditional cost, with a four-step model automated and optimised from beginning to end: 1) outline of the investor's risk profile, 2) customised investment proposal using the Black-Litterman algorithm, 3) selection of world leader funds and 4) dynamic monitoring.
Target market: mutual funds in Spain, more than €250,000 million in 2017, 20% annual growth in the last 5 years and 9 million savers and investors. In 2016 we built the platform, obtained necessary licenses and recruited the team. In April 2017 we launched our business and in the last 12 months we have closed two relevant distribution agreements, have more than 250 retail clients and manage €10 million AuM. Our personalised portfolios have yield 2% additional average return over the market and cost savings of up to 70%.