Smartfolios

wealthtech-retailother investments platform

STATUS: Acquired/Merged
FOUNDING YEAR: 2016
LOCATION: Singapore
Last Update: 01/05/2020

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About

Smartfolios is a B2B digital advisory and investment platform for financial institutions. We create tailor-made investment solutions to fit the specific needs of brokers, banks, wealth managers and financial advisors. Bringing together financial expertise with the unbiased edge of data science we offer our clients a wide range of portfolios from asset allocation to thematic and quant investment models, with an aim is to deliver enhanced risk-return investment solutions. Our white label platform and portfolio construction engine enable us to deliver an engaging and personalised digital investment experience at an affordable cost. You can adapt your digital offering to your clients needs and sophistication. We then make it easy for clients to select, customise, manage and rebalance their portfolios to invest in a way that reflects who they are and their goals.

MEDICI Analysis

Smartfolios was acquired by Finantix in March 2018, it is an online advisory and investment platform that offers end-to-end digital solutions for financial institutions, online brokerages, banks, private wealth management, multi-family offices, and independent financial advisors. Smartfolio's platform combines personalized advisory with customizable portfolios to deliver the wealth management experience. The B2B platform supports multiple languages and currencies, and works via mobile and desktop apps and supports front-to-back, forming successful strategies and trade execution.

Focus

PRODUCTS & SERVICES

Online investments and advisory software and white labeled products for B2B firms. It helps investors to trade execution and customer experience.

REVENUE MODEL

Deployed enterprise licensing model, or SaaS subscription model.

PRIMARY PROBLEM SOLVED

Smartfolios provides our clients with enterprise-grade technology and a suite of quant enabled tools (advisory, insights and portfolio management) that allow them to redefine their wealth management solutions and services. We digitise each stage of the the wealth management process, from ideation to strategy building to investment proposal: - advanced quantitative based architecture and data mart enabling deep market data dive, strategy modelling and back testing, simulation, monitoring and reporting - full quant based Robo advisory engine with investment portfolio building and rebalancing rules and algorithms, advanced risk analysis, end to end order flow capabilities, portfolio performance reporting and analytics - full house view support along the advisory process: research, design, build, communicate, implement, monitor, measure and optimise - extendable with more than 100 components and modules coming from over 15 years Finantix experience with top tier financial institutions - artificial intelligence extendable models and features based on reasoning, machine learning and predictions techniques. Bringing together financial expertise with the unbiased edge of data science and quant models we offer our clients a wide range of portfolios from asset allocation to thematic and fundamental to technical analysis. Our quant based models aims to deliver enhanced risk-return investment solutions. Smartfolios was acquired in Feb 2018 and is a business unit of Finantix. Finantix is an established global provider of innovative enterprise solutions in WealthTech, InsurTech and RegTech. The combination of both platforms will enable us to deliver a unique suite tools marked by its breadth of superior features and enterprise robustness, clearly setting us apart from the competition.

Traction

REVENUE COMMENT:

Smartfolios was selected by the MAS as one of the 20 finalists to take part in the Global Hackcelerator program in November 2017. Smartfolios was also finalist at FIBC in Japan in March 2018. https://www.youtube.com/watch?v=Kk_xg-b-FiA https://www.youtube.com/watch?v=ptyYYE0eKvM

ACTIVE USERS COMMENT:

Our competitive advantage resides in some key aspects: - an approach to granular APIs and micro services to accelerate delivery and management of a fully digital B2C or B2B (robo) advisory service for all your business channels and client segments. - extendable with more than 100 components and modules coming from 20 years Finantix experience with top tier financial institutions. - available as pure Cloud option or on-premise deployment.

People

FOUNDERS

Julien Le Noble

NUMBER OF EMPLOYEES

201-500

KEY EMPLOYEES:

Maxime Dumonal

COMMENT:

As a team of cross disciplinary experts with deep industry knowledge,astute data science insights, we are able to both anticipate,capitalize on emerging technologies, regulatory developments,financial innovations.

Momentum

FUNDED

NO

LISTED

NO

For Investors

FUNDING NEEDED:

$500 K

MONTHS LEFT WITH CURRENT CASH BURN RATE:

6 months from 31 Jul, 2018

Innovation Programs

BASICS

STATUS:

Acquired/Merged

FOUNDING YEAR:

2016

LOCATION:

Singapore

Views:

108 VISITORS | 206 VIEWS

About

Smartfolios is a B2B digital advisory and investment platform for financial institutions. We create tailor-made investment solutions to fit the specific needs of brokers, banks, wealth managers and financial advisors. Bringing together financial expertise with the unbiased edge of data science we offer our clients a wide range of portfolios from asset allocation to thematic and quant investment models, with an aim is to deliver enhanced risk-return investment solutions. Our white label platform and portfolio construction engine enable us to deliver an engaging and personalised digital investment experience at an affordable cost. You can adapt your digital offering to your clients needs and sophistication. We then make it easy for clients to select, customise, manage and rebalance their portfolios to invest in a way that reflects who they are and their goals.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

MEDICI Analysis

Smartfolios was acquired by Finantix in March 2018, it is an online advisory and investment platform that offers end-to-end digital solutions for financial institutions, online brokerages, banks, private wealth management, multi-family offices, and independent financial advisors. Smartfolio's platform combines personalized advisory with customizable portfolios to deliver the wealth management experience. The B2B platform supports multiple languages and currencies, and works via mobile and desktop apps and supports front-to-back, forming successful strategies and trade execution.

Focus+
Momentum+
Traction+
People+
For Investors+
Other+

Innovation Programs

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Smartfolios

About

Smartfolios is a B2B digital advisory and investment platform for financial institutions. We create tailor-made investment solutions to fit the specific needs of brokers, banks, wealth managers and financial advisors. Bringing together financial expertise with the unbiased edge of data science we offer our clients a wide range of portfolios from asset allocation to thematic and quant investment models, with an aim is to deliver enhanced risk-return investment solutions. Our white label platform and portfolio construction engine enable us to deliver an engaging and personalised digital investment experience at an affordable cost. You can adapt your digital offering to your clients needs and sophistication. We then make it easy for clients to select, customise, manage and rebalance their portfolios to invest in a way that reflects who they are and their goals.

Focus

PRODUCTS & SERVICES

Smartfolios is a B2B digital advisory and investment platform. We create tailor-made investment solutions to fit the specific needs of banks, asset managers and intermediaries. Our white label platform and portfolio construction engine enable us to deliver an engaging and personalised digital investment experience. Bringing together financial expertise with the unbiased edge of data science we offer our clients a wide range of portfolios from asset allocation to thematic and fundamental to technical analysis. Our quant based models aims to deliver enhanced risk-return investment solutions. Get in touch for a demo at contact@smartfolios.com www.smartfolios.com

REVENUE MODEL

Deployed enterprise licensing model, or SaaS subscription model.

TOP PROBLEM SOLVED

Smartfolios provides our clients with enterprise-grade technology and a suite of quant enabled tools (advisory, insights and portfolio management) that allow them to redefine their wealth management solutions and services. We digitise each stage of the the wealth management process, from ideation to strategy building to investment proposal: - advanced quantitative based architecture and data mart enabling deep market data dive, strategy modelling and back testing, simulation, monitoring and reporting - full quant based Robo advisory engine with investment portfolio building and rebalancing rules and algorithms, advanced risk analysis, end to end order flow capabilities, portfolio performance reporting and analytics - full house view support along the advisory process: research, design, build, communicate, implement, monitor, measure and optimise - extendable with more than 100 components and modules coming from over 15 years Finantix experience with top tier financial institutions - artificial intelligence extendable models and features based on reasoning, machine learning and predictions techniques. Bringing together financial expertise with the unbiased edge of data science and quant models we offer our clients a wide range of portfolios from asset allocation to thematic and fundamental to technical analysis. Our quant based models aims to deliver enhanced risk-return investment solutions. Smartfolios was acquired in Feb 2018 and is a business unit of Finantix. Finantix is an established global provider of innovative enterprise solutions in WealthTech, InsurTech and RegTech. The combination of both platforms will enable us to deliver a unique suite tools marked by its breadth of superior features and enterprise robustness, clearly setting us apart from the competition.

PRODUCT DEVELOPMENT STAGE

V2.0 or BEYOND

PRODUCT DEVELOPMENT COMMENT

Smartfolios' value proposition provides novel features which includes: 1. Investment modules: • More than 100 professionally built customisable portfolios • Algo driven and back-tested portfolios • Analytics and metrics for risk management • Open architecture model to partner with third parties to add strategies and content 2. Advisory modules • Goal-based and risk assessment guidance • Rebalancing functionalities to maintain target asset allocation • Decision tree using the insights of behavioural economics 3. Execution • Strategic partners for execution and custody • Multi execution venue capacity

KEY DIFFERENTIATORS

Smartfolios is a quant enabled digital advisory and investment platform. We create tailor-made investment solutions to fit the specific needs of banks, private banks, wealth managers, asset managers, securities and financial advisors. Our solution is global and our customers's coverage reaches clients in Asia, Europe and Americas. Our competitive advantage resides in our ability to offer a broad range of strategies along a sophistication curve that would fit the needs and knowledge of customers from mass retail to affluent to high net worth, whether new to investing all the way to seasoned investors. Our model strategies and portfolios are: asset allocations and model portfolios, thematic, fundamental and technical portfolios and generation of tailored investment ideas.

PRIMARY CUSTOMER TYPE

Enterprise - Banks or Financial Institutions

PRODUCT ATTRIBUTES

SaaS

On-premises

White label

Customer facing

People

FOUNDERS

Julien Le Noble

NUMBER OF EMPLOYEES

201-500

KEY EMPLOYEES:

CTO: Ivan Marinkovic

Chief Data Scientist: Maxime Dumonal

FOUNDER: Julien Le Noble

TEAM COMMENT:

As a team of cross disciplinary experts with deep industry knowledge,astute data science insights, we are able to both anticipate,capitalize on emerging technologies, regulatory developments,financial innovations.

Momentum

FUNDED

NO

TOTAL FUNDING:

$500 K

FUNDING COMPLETED

NO

LISTED

NO

FUNDING SERIES