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Traditionally, wealth management refers to a financial service custom made by high-end financial advisers for affluent, high-end clients. It is a very comprehensive service that provides guidance across a client's entire financial situation and includes not only investment management but also accounting, tax planning, asset allocation, equity research, portfolio optimization, portfolio rebalancing, retirement planning, and legal guidance.

Personalized Wealth Management

The Macroaxis Wealth Management Platform designed to address the most technical part of wealth optimization process which includes asset allocation, equity research, portfolio optimization, portfolio rebalancing and portfolio suggestion. In a typical setting, wealth management process starts by developing a personal plan that wealth manager puts together according to the client's financial situation, investing goals, and risk tolerance. After the initial plan is finalized, the manager meets with clients on regular bases to determine whether rebalancing of the portfolio required to maintain the initial goal or the personal strategy needs to change due to changes in the client's financial situation or risk outlook.
Wealth Management
This relationship between wealth advisor and a client usually long-term, and fees are very high; therefore most investors cannot afford a personal wealth manager. Macroaixs solves this gap by providing technical wealth management tools that are both notably practical and very easy to use as well as eminently affordable - a fraction of what you would expect to pay to a traditional wealth management service. Macroaxis® Wealth Optimization Platform is a set of comprehensive modules that are written in the context of traditional financial modeling and robust portfolio optimization framework. Whether your are a biginner or a profissional money manager, we add measurable value in the form of improved risk-adjusted return on portfolios of investors of all levels and skills:

Good for Beginner

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 other investors
Grade your retirement portfolios accross all accounts
Get advice on your existing asset
Benchmark performance against others
Maximize expected return and minimize total risk
Use private sharing and mobile access
Determine efficient asset allocation (learn more)

Great for Professional Trader

Index your profile on major search engines
Receive leads from potential investors
Optimize clients' positions
Increase managed assets
Pitch your performance to prospects
Enhance return on technology
Use custom reports and private branding
Wealth Advisers
The idea behind a traditional wealth management service is that investors who have a high net worth may require services beyond those offered by traditional financial advisors and money managers. Those affluent investors usually have very complex investment portfolios with complicated tax considerations and multiple ownership interests across numerous portfolios and markets. However, a typical wealth management advisor always needs wealthy individuals, whereas not all wealthy individuals need a wealth management advisor. No matter how wealthy the investor considers herself of himself, Macroaxis wealth optimization service enables all self-guided investors to go through the wealth management process in three simple steps:

Value to Investors and Money Managers

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

Additional Benefits to Investors

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 service 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 Optimization 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 repurchase stock 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 minimize 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 provide our users with wealth management software that 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. We enable investors to run complex financial analytics without downloading a single piece of software or using third-party configurations. Macroaxis Wealth Optimization 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.

Typical Wealth Management Workflow

Add Your Portfolios

You can either import your existing portfolios or simply create a brand new portfolio that mimics or simulates your current holdings. We will automatically update your holding with fresh historical and market data.
Add Portfolios

Execute Analytics

After you know your portfolio relative health and understand its risk-adjusted return potential, you can utilize our optimization and suggestion module to see what can be improved in your portfolio to reduce market risk exposure and enhance return.
Run Analysis

Get Optimal Portfolios

You can use multiple optimization and suggestion scenarios to store resulted optimal portfolios within your Macroaxis account. When you finally satisfied with your new asset allocations, simply export your efficient portfolios and use it with your designated brokerage.
Optimize Wealth

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