Modelity develops systems that upgrade transparency of financial products. The company provides enhanced focus on structured products technologies and financial advice.

Modelity can help you to:

  • Maximise sales of financial products by producing clear sales materials.
  • Assist easy compliance with increasing regulations binding structured products providers and financial advisors.
  • Educate clients about financial products and the investment process.
  • Manage your products / portfolios quickly, efficiently and without costly errors.

Modelity Structures

A complete sales and support tool for your structured products business

  • Automate product marketing output in flash, .pdf or html
  • Wide range of graphics to visualize logics and payouts
  • Automate product performance reporting
  • Interactive product simulators and education
  • Product design, testing and management modules


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Modelity Advisor

A modeling platform suite for the financial advisor

  • Client profiling and needs analysis
  • Portfolio optimization & risk management
  • Performance attribution
  • Long term financial planning
  • Wide range of control and management tools


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Select Clients

Our clients are ranged across the full spectrum of global financial services.

Leading clients include:

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Leading Partners

Modelity seeks to partner with innovative technology / consultancy companies.
Our established partnerships include:

sungard  IBM  Atos  List

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