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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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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Selected Clients

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

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