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.
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
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
Our clients are ranged across the full spectrum of global financial services.
Leading clients include:
Modelity seeks to partner with innovative technology / consultancy companies.
Our established partnerships include: