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FUNDGAZER FOR BUSINESS

Your platform.
Algorithm-driven
portfolios.

Bring systematic investment strategies to your clients. Embedded in your platform, shaped around your business.

Discuss a Partnership

Find your partnership model
One strategy engine. Three partnership models.A three-dimensional Fundgazer research lattice connects to portfolio modules for brokers, wealth businesses and distribution platforms. An illustration of the proposed partnership models.BROKERSEmbedded strategiesWEALTH & ADVISORSWhite-label portfoliosDISTRIBUTIONIntegrated experiencesFUNDGAZERALGORITHM-DRIVEN PORTFOLIOSONE ENGINE. YOUR CLIENT EXPERIENCE.
YOUR BRANDSYSTEMATIC STRATEGIESA CONNECTED EXPERIENCE

THREE WAYS TO BUILD TOGETHER

A strategy layer.
More possibilities for your business.

From a feature inside a broking app to a white-labelled wealth proposition, start with the experience you want to create.

01BROKERS & ALGO PLATFORMS

A new investment experience. Inside your platform.

Bring algorithm-driven portfolios into your broking app or algo marketplace. Give investors a structured strategy experience, with execution through the broker infrastructure they already use.

  • Offer portfolios as a native feature or marketplace strategy.
  • Connect discovery, strategy selection and broker-led execution.
  • Shape the experience around your product and client journey.

02PMS, WEALTH OFFICES & ADVISORS

Your investment proposition. Powered by systematic research.

Explore white-labelled algorithm-driven portfolios for your clients. Extend your offering with a research and technology layer, without having to build every part of a quantitative investment team from the ground up.

  • Discuss portfolio rules, asset universes and risk parameters.
  • Adapt the solution to your mandate, reporting and operating needs.
  • Agree a delivery and commercial model around your scale.

03WEALTH-PRODUCT DISTRIBUTORS

Make systematic investing part of your product shelf.

Add algorithm-driven portfolios as a feature within your wealth platform. Connect your distribution experience with Fundgazer's strategy capability and an agreed broker execution pathway.

  • Present systematic portfolios alongside your existing products.
  • Build a connected discovery and portfolio-review experience.
  • Plan rollout around your audience, channels and integration needs.

RESEARCH MEETS DISTRIBUTION

Build the offering.
Without building every layer.

Quantitative research, strategy development and portfolio technology demand specialist effort. A partnership lets you explore a shared capability while keeping your focus on clients and distribution.

Research capability

Extend your proposition with a systematic approach to portfolio decisions.

Room to configure

Discuss universes, rules and risk boundaries that fit your mandate.

Your experience

Shape branding and delivery around the way your clients use your platform.

A model for scale

Scope operational support and volume-based commercials around the rollout.

FROM CONVERSATION TO A WORKING MODEL

Define it together.
Build it with purpose.

  1. 01

    Align

    Your audience, business model and intended client experience.

  2. 02

    Design

    The portfolio framework, integration approach and responsibilities.

  3. 03

    Validate

    Strategy suitability, operational workflows and applicable requirements.

  4. 04

    Plan the rollout

    Agree pilot scope, success measures, commercials and support.

Integrations, customisation and launch readiness are scoped individually, subject to technical feasibility and applicable requirements.

Frequently Asked Questions

LET'S BUILD TOGETHER

Your client experience. A systematic investment engine.

Tell us what you want to build.

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Smart system. Smart investing.

The Fundgazer app is coming soon

Send Your Feedback : moc.edargpu@tcatnoc

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