Solutions for capital markets
We help brokers, banks and asset managers design, build and run the investment technology behind their products, from a bespoke index to an AI system that answers from their own research.
| 1 | Index design and calculation |
|---|---|
| 2 | Model portfolios |
| 3 | Platform and broker integration |
| 4 | Data and AI |
| 5 | How an engagement runs |
| 6 | Engineering standards |
SolutionsEdition: September 2026
Index design and calculation
For banks, asset managers and product issuers
Bespoke capital-market indices, from fixed-income benchmarks to equity momentum indicators, built on transparent methodologies, quality data and automated workflows. Clients use them to launch products, construct portfolios, manage risk and attribute performance.
| Deliverable | Description |
|---|---|
| 1.1 Methodology | Universe, selection, weighting and rebalancing rules, written up as a governed methodology document. |
| 1.2 Back-history | Historical calculation and simulation, so the index can be judged before launch. |
| 1.3 Calculation | Automated calculation and rebalancing on the agreed schedule. |
| 1.4 Publication | Levels and constituents delivered to you and your distribution channels. |
Model portfolios
For brokers, advisors and robo-advisors
Offer an active investment service under your own brand. We handle the research and the rebalancing decisions; you keep execution, the client relationship and your fees.
-
2.1
A range designed for you
Portfolios built around your clients, markets and mandate, rebalanced weekly and delivered through the channels in section 3.
- Custom styles, universes or mandate screens
- Client-facing portfolio descriptions for your brand
- Dated target weights and exact trade changes
Platform and broker integration
For brokers and investment platforms
The layer between an investment decision and a client account. We build the delivery, mapping and rebalancing workflows that get portfolios onto trading platforms reliably, with an audit trail at every step.
| Deliverable | Description |
|---|---|
| 3.1 APIs and webhooks | JSON APIs for allocations and history; webhook events signed with HMAC-SHA256. |
| 3.2 Rebalancing files | Ready-to-import files for Saxo and Interactive Brokers, plus generic CSV and XLSX. |
| 3.3 Instrument mapping | Custom file formats mapped to the instruments on your platform. |
| 3.4 Secure file delivery | Read-only SFTP with key-based access and hashed manifests for every export. |
Data and AI
For financial institutions
Data pipelines and retrieval-augmented generation (RAG) systems that connect language models to your research, filings, policies and market data, so analysts, advisors and compliance teams get answers grounded in sources they can check.
| Deliverable | Description |
|---|---|
| 4.1 Data pipelines | Ingestion, cleaning and quality controls for market and reference data. |
| 4.2 RAG assistants | Assistants that answer from research and regulatory documents and cite what they used. |
| 4.3 Reporting | Automated reports and analytics dashboards built on the same data. |
| 4.4 Integration | Connection to your existing APIs, data stores and access controls. |
How an engagement runs
First conversation to live service
- 5.1
Discover
We learn your clients, markets, constraints and existing systems, and agree what success looks like.
- 5.2
Design
We write down the investment methodology and the technical architecture together.
- 5.3
Build
We implement, backtest and validate, often starting with a focused pilot.
- 5.4
Operate
We run, monitor and maintain the solution, and support it as your needs change.
Engineering standards
Applies to everything we deliver
- 6.1
Least-privilege access
Read-only access by default, partner-scoped keys, and the same permissions applied across every channel.
- 6.2
Verifiable delivery
Signed webhook payloads and hashed file manifests, so every recipient can confirm what they received.
- 6.3
Auditability
Dated decision histories and documented methodologies that stand up to compliance review.
- 6.4
Resilience
At-least-once delivery with automatic retries, and corrections published as explicit events.
Arrange an introduction
Tell us about the problem and the constraints around it. We will say plainly how we can help, and where we cannot.
| [email protected] | |
| Office | Office 1214, DIFC, Dubai |
| Eligibility | Financial institutions and professional clients1 |