Efficient Portfolios – Optimal Advice

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Hello, we are tetralog! We are a multi-disciplinary team developing solutions for financial service providers throughout Europe. The products of tetralog support the entire advisory process for private investors with scientific methods, flexible modules and cutting edge data visualization.

WHO WE ARE

Fin-Tech pioneers for 25 years

History of innovation Founded in 1993, the initial idea behind tetalog remains a core element of our software solutions and inspires our way of thinking: the combination of the...

4. February 2019

Our team: psychologists, mathematicians, sociologists and physicists

Built-in change of perspective It’s in our DNA to look at things from all angles. Our team has always consisted of representatives from a wide variety of disciplines, including...

3. February 2019

Our scientific approach is designed for practical use

Forerunners of Behavioural Finance Almost 20 years ago there were the classical economists – and there were us: the sometimes suspiciously eyed exotics who questioned homo oeconomicus and, with...

2. February 2019

Our core: More than 50 software modules for investment advice

Development in our own software manufactory Each of our more than 50 software modules has been developed in our Research & Innovation department – and been hardened and tested over the...

1. February 2019

WHAT WE OFFER

The Analysis of Business Potential by tetralog systems – Better Portfolios through Active Securities Business

The illustration shows all securities accounts of a bank. Only custody accounts that have not been advised for several years are shown. The highlighted custody account lies outside the...

Consulting & Studies

Our consulting tools are based on financial mathematical analyses

Solving complex problems with the help of data-supported studies is part of our intellectual toolkit – and can be traced back to our scientific background. We use empirical and...

Software & Development

Modular solutions to support investment advice

Based on our more than 50 software modules, which we individually compile and adapt for our customers’ solutions, we are active across the industry: in private, retail and corporate...

Research & Innovation

Our Innovation Trails

We like to think things new and different. That’s why tetralog attaches great importance to research and innovation: We keep asking ourselves which financial mathematical concepts should find their...

WHAT WE DEVELOP

Locate Module

Where in the risk-return diagram are my portfolio and its positions...

5. February 2020

Monte Carlo Module

“Projections are difficult, especially when they relate to the future.” According...

5. February 2020

Correlation Module

The basis for portfolio risk analysis and portfolio optimization is a...

5. February 2020

Drawdown Module

What was the maximum loss of my portfolio in the last...

24. January 2020

HOW WE SUPPORT YOU

B2B2B – Interface for banking software

“We are planning the construction of a portfolio management solution for the cooperative banking procedure agree21 and are looking for a provider of corresponding computing cores. Our generic software...

Agile process for fast, valid results

“How can we, in a very short time, provide our consultants with a tool that allows them to work more freely and flexibly than has been possible so far?”...

Improving the customer experience

“Which funds would suit me – and how do they differ? Which investment goals are realistic for my investment amount?” On its website, Union Investment would like to offer...

Enterprise platform for investment advice

“We need a tool that allows Private Banking advisors to re-allocate and analyze organically grown client portfolios according to the client profile and the market opinion of the bank.” This...

Well-founded approach to investment advice

“Can you meaningfully evaluate and present certificates for a holistic portfolio analysis and optimization?” This requirement was met in the acquisition of agree21optifolio, the portfolio management tool for the...

Tangible research

“What does Schroders’ research opinion mean for my portfolio?” This question is answered by the portfolioIQ we developed for the Schroders fund company. The current market opinion visualized in...

OUR CLIENTS

Allianz
Crealogix
Nykredit
Merkur Bank
interactive investor
HypoVereinsbank
Hauck & Aufhäuser
Gruner + Jahr
Fidelity Investments

Events

7. October 2019

Coming up soon: tetralog at the 2nd Münchner Kapitalmarkt Kolloquium

SAVE THE DATE: November 18, 2019 At the 2nd Münchner Kapitalmarkt Kolloquium, everything revolves around the topic “Sustainability as...

by mzeman
5. August 2019

tetralog talks 2019

Talks on hot topics: The lectures and discussions at this year’s Customer Day all focused on topics that are...

by mzeman
6. March 2019

Coming up soon: tetralog at the D-A-CH Kongress für Finanzinformationen 2019

What are the major challenges and trends that the financial services industry is currently facing? On 7 May 2019,...

by mzeman
13. November 2018

tetralog lecture for the Kapitalmarkt Kolloquium München

Banks are still stuck in the industrial age when it comes to their way of thinking. This thinking consists above...

by mzeman
19. October 2018

Customer perspective instead of robot logic: these were the tetralog talks 2018

Customer perspective instead of robot logic: the tenth tetralog talks in October 2018 once again dealt with the change...

by mzeman
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About us

About us

tetralog Group, Munich

The tetralog group combines the competences of tetralog systems AG and invest solutions GmbH . The group of companies specializes in addressing all aspects of investment consulting processes.

6. March 2019

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Contact

tetralog systems AG
Landsberger Str. 98
80339 München

Tel +49 89 461 391 0

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Blog

ESG in Practice: Costly Expense Driver or Sustainable Channelling of Capital?

by Matthias Brabetz

Our last publication on ESG investing focused on the subjective returns associated with sustainable investing. Because there is a strong demand for this return among end clients, the investment industry puts considerable effort into the launch, management and sale of sustainable investment products. To make the right decisions, the industry uses ESG ratings of investable companies. Methodological ...

The Benefits of Customer Goals for Investment Advice

by Dr. Lothar Jonitz

After many years of steady growth, the current investment environment has become more volatile. Many investors are seeing declines in their portfolios and are asking themselves whether they should sell, invest more or do nothing. The role of investment objectives to answer the question will be examined in more detail. In regulatory terms, investment advice includes the inquiry and recording of ...

Regulation’s Guidance on Investment Advice: Directions for Digitalisation

by Dr. Lothar Jonitz

The regulatory requirements for investment advisory processes have become more and more sophisticated in recent years. Advice should be honest, fair and in the best interests of the customer. But why does it take legislation to regulate something that goes without saying? Because investment advice costs money. Since money, in turn, is a powerful behavior amplifier, possible conflicts of interest ...

Portfolio Consulting as a Process: Simulation-Based Client Orientation

by Dr. Lothar Jonitz

Scenarios play an important role in investment advice. They establish the context from which an investment decision is made. Only the embedding in a scenario makes the decision to buy a certain product plausible and motivates it. That is why we show in this article what role scenarios play in thinking, what added value is achieved with the consistent digitalisation of scenarios and which product ...

Portfolio Consulting as a Process: Thematic Consulting

by Dr. Lothar Jonitz

A bank that wants to organise investment advice needs a structured approach in order to stand out from the competition in the long run. On forward-finance.de we present some exemplary processes in a loose series. This article revolves around an advisory approach that we have called thematic advisory because investment narratives play a central role in it. The functions described below are part of ...

Environmental Issues, Social Responsibility and Corporate Governance as Secondary Conditions for Investment

by Dr. Lothar Jonitz

When people try to make sustainable investment decisions as self-decision-makers, reference is made everywhere to the ESG criteria of environmental protection, social responsibility and good corporate governance. An investor willing to invest makes a selection from a number of companies or sectors and invests in those securities that best meet ESG criteria. Ideally, they will have some sort of ...

Models of investment advice (Part 2): Paths to Mass Customization

by Dr. Lothar Jonitz

The match between customer and investment is called suitability. Approaching the details, it becomes clear that only a section of a customer’s investment topics is considered and the collected data is categorised and thus coarsened – also because only a few standard products are available. On the other hand, customised advice as offered by family offices does not require any ...

Models of investment advice (Part 1): Mass customization, Robo-Advisory and the operating model of the Funds Industry

by Dr. Lothar Jonitz

The match between customer and investment is called suitability. Approaching the details, it becomes clear that only a section of a customer’s investment topics is considered and the collected data is categorised and thus coarsened – also because only a few standard products are available. On the other hand, customised advice as offered by family offices does not require any ...

Explainable?

by Dr. Lothar Jonitz

Our solutions provide parameters thru regression analysis and other methods. For end customers such methods are too complex to understand in a short time period. Investment advisors are in a perfect position to deliver suitable narratives for every customer. Such bridging of the gap of explainability is more difficult for robo-advisors. The article describes a growing momentum for explainable ...

Post-Corona Scenario Simulation by tetralog systems

by Dr. Lothar Jonitz

The virus driven lockdown brings with it a massive transformation of working processes. Video conferencing, document sharing, and cloud solutions have been swiftly adopted to keep operations up and running. The efficiency of digital tools has been tested, approved and introduced in mere days. We would like to assume that this precedes a tremendous surge in further digitalization in the years ...

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