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Portfolio Analytics and Investment Advisory Solutions

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Investment Advisory Solutions

tetralog produces efficient B2B portfolio analysis software and customized investment advisory solutions.

tetralog solutions increase efficiency and client satisfaction, extend or integrate into existing workflows and banking systems at the Point-of-Sale.

"The suggested new portfolio has smaller fluctuations, but actually higher returns in the same period."

Watch the promotion video that demonstrates the use of tetralog’s solutions at Navigea, a leading scandinavian investment advisor.

tetralog Zoom Analytics

tetralog Zoom Analytics is a powerful tool to understand portfolio allocations.

tetralog Zoom is a powerful analytics tool - see what answers Zoom can provide

Innovative methods identify and visualize the risk/return profiles of your client portfolios and simulate the impact of different scenarios on them.

The effect of a product or an asset allocation change can be easily simulated for thousands of portfolios. Read on …

Individualized Workflows

Open to quantitative and qualitative approaches, strategic and tactical advisory models.
Transparent execution of macroeconomic research results, product policies and business rules at the point-of-sale.
Unified workflows and service qualities support mass customization, individualization and client screen sharing.
Scientific analysis of the persistent risk personality ensures clients true risk capabilities are reflected in investment recommendations.
Individualized model portfolios by integrating client preferences and constraints.
Regulatory compliant investment proposals, open to different MiFID requirements.

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Efficient Solutions for International Clients

Der Einsatz der Portfolio Qualitäts-Analyse im Beratungsgespräch führt in 9 von 10 Fällen zu direkten Wertpapierumsätzen.
Private Banking Relationship Manager, große österreichische Bank
Advisory session with PQA (portfolio quality analysis) bear transactions in 90% of all cases
Private Banking Relationship Manager, large austrian bank
We consider tetralog services to be a unique combination. Based on a broad spectrum of existing solutions, new solutions are designed with (…) individual process models and implemented very efficiently.
David Karsbol, VP and Head of Investments, Saxo Privatbank
(…) the implementation of our investment advisory model by tetralog strongly supports our Relationship Managers when preparing and conducting a client meeting.
Mag. Marion Morales, Head of Private Banking Segment Management & Business Strategy, Bank Austria Private Banking

Customers and Regions

tetralog serves financial services industries, banks, investment advisors, asset management companies, brokerages and media channels in several European countries …

tetralog Regions and customers: tetralog serves financial services industries, banks, investment advisors, asset management companies, brokerages and media channels in several European countries …