Solutions Overview

Macroaxis^® Wealth Management Collaboration Platform with Robo-Advisor is a set of comprehensive modules that are written in the context of traditional financial modeling and robust portfolio optimization framework. Over the last 30 years portfolio optimization including different implementations of Modern Portfolio Theory (MPT) became a trusted methodology for many professional money managers and financial advisors to establish a disciplined approach to building wealth for their clients. With the advancement in technology and availability of computing power to perform very intensive mathematical calculations, the paradigm of mean-variance optimization can now be rendered through the web interface significantly reducing the cost of delivery of advanced financial analytics. Thanks to this technology revolution, specifically the Internet, the paradigm of MPT can now be brought to the masses. Macroaxis adds value to investors and money managers in three main categories:

Portfolio Analysis Powerful and easy to use tools to quickly assemble, analyze, and monitor all your portfolios

Portfolio Optimization Continually optimize your portfolios to reduce risk and increase expected returns

Portfolio Suggestion Automatically apply analysis and optimization analytics to find better portfolios

In addition to its comprehensive portfolio optimization and suggestion engine, Macroaxis provides a suite of investment solutions through the Software as a Service model (SaaS). This allows investor and money managers to focus less on technology, and more on managing portfolios or servicing clients. Regardless of your background, budget, or investment philosophy, you will find our platform and community useful in building optimal portfolios for yourself or your clients. The benefits of using the Macroaxis Wealth Management Collaboration Platform include:

Accessibility and Availability

Ability to access equities from domestic or foreign exchanges including stocks, mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), and indices; empower users to perform sophisticated portfolio analysis very quickly--even novice investors can perform a professional portfolio analysis in a matter of minutes.

Better Analysis Better Return

Never buy a stock again on just a stock tip. Build & analyze your portfolio on a risk/return basis; evaluate how the securities in a portfolio work in combination with each other(correlations) to minimize risk or maximize return, and distinguish those that work well together from those that don't.

Educated Diversification

Provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification; find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio's expected return for a given risk level.

Enhanced User Experience

Leveraging evolving Web technologies we give our users portfolio optimization software that is based on simplicity, speed, accessibility, and an enhanced user experience, making technology that was once accessible only to professional money managers available to the entire investing community. We enable investors to run complex financial analytics without downloading a single piece of software or using third-party configurations. Macroaxis Wealth Management Collaboration Platform provides several alternative ways to find optimal portfolios, which gives users full control, not only over the concentration of individual securities in the portfolio, but also over the various diversification options.

Benefits of Macroaxis Optimization Engine

Advanced wealth management and portfolio analytics which any investor can quickly apply and understand When you create your portfolio, we can analyze and tell you how well you are doing with respect to other investors. Our tools can tell you how much better you can do without increasing your risk. Also you don't need to be a financial guru to understand the results. You can easily evaluate how the securities in a portfolio work in combination with each other (correlations) to minimize risk or maximize expected return. All this is presented in an easy to understand format. At Macroaxis we believe stock market investment is fun and the process of researching and trading should be as enjoyable as the money you make on your investments.

Robust suggestion module that automatically finds better stocks and better performing portfolios Macroaxis uses power of Mathematics to analyze your investment and offer various tweaks to increase the return on your investment, help to diversify your portfolio and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: Macroaxis provides few alternative ways to find optimal portfolios, which gives users full control over the concentration of individual securities in the portfolio.

Comprehensive and powerful portfolio optimization engine that anybody can utilize in a few seconds Macroaxis is not a store with a predefined pool of model portfolios. On the contrary, Macroaxis communicates complex investment analytics in the context of Modern Portfolio Theory. Regardless of your background, budget, or investment philosophy, you will find our platform useful in building optimal portfolios for yourself or your clients. Our implementation of portfolio optimization and educated portfolio diversification is based on simplicity, speed, accessibility, and enhanced user experience, making technology that was once accessible only to professional money managers available to the entire investing community.

Portfolio management framework that detects even the smallest changes in portfolios and market conditions Macroaxis provides an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification. In other words, we help investors to find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio's expected return for a given risk level. We analyze your portfolio using complex mathematical models and algorithms. Since we use highly sophisticated statistical models to evaluate portfolios, investors always know if their investments are on track. All this is done without downloading a single piece of software.

Try our free tools Check watchlist backtesting     Run risk and return analysis       Build correlation matrix A rational investor should not take on any diversifiable risk, as only non-diversifiable risks are rewarded. Therefore, the required return on an asset that compensates for risk taken, must be linked to its riskiness in a portfolio context as opposed to its stand alone riskiness.   Learn More

Good for beginner, great for professional trader

For Investors

• Aggregate all your portfolios and track performance from anywhere
• Optimize your positions and evaluate performance across multiple portfolios
• Minimize total risk and maximize expected return
• Match your allocation profile with appropriate financial advisor
• Evaluate your performance against past and others
• Grade your retirement portfolios accross all accounts
• Get advice on your existing asset
• Private sharing and mobile access

For Financial Advisors

• Index your profile on major search engines and directories
• Benchmark performance against others disseminate strategies
• Receive leads from potential investors
• Optimize clients' positions and determine efficient asset allocation
• Maximize expected return and minimize total risk
• Increase managed assets and pitch your performance
• Enhance return on technology
• Private sharing and mobile access
• Custom reports and private branding