Client Segments

Wealth Management

Efficiently scale across your accounts

You – and other wealth managers – are not only facing increasing fee pressure but against a backdrop of robo-investing, direct indexing and a younger generation of HNW and UHNW clients, the demand for transparent wealth management technology is also rising. Our scalable risk and portfolio optimization management solutions can help you manage the changing expectations and relationships you have with your clients.

Why Qontigo?

Tax-aware portfolios

Implement holistic, automated and scalable tax strategies at the security, account or household level by using our sophisticated risk models, optimization and analytics solutions for direct indexing and beyond

Asset allocation

Construct your optimal investment portfolio mix with Axioma Portfolio Optimizer coupled with pre-trade analytics, stress testing and what-if analyses on Axioma Risk

Risk visualization

Obtain clear insight and the ability to communicate the overall risk/return profile across your portfolios thanks to integrated content and analytics combined with interactive dashboards

Multi-portfolio optimization

Simultaneously rebalance accounts and recognize tax and transaction cost efficient opportunities across a client household using our flexible optimization strategies

Direct indexing

Automate and scale across your customers’ different strategies whether they want to implement ESG customization, tax optimization or emphasize specific style factors

Operational efficiencies

Connect your IMS, OMS, EMS, portfolio management, risk and reporting systems onto a single platform for consistency and transparency across the trade lifecycle

Case Studies

Portfolio Construction

Optimizing For Tax-Aware Portfolios

US-based wealth manager uses our scalable tax-optimization solution to efficiently rebalance hundreds of thousands of taxable accounts against a backdrop of direct indexing and unrelenting fees pressures

Related Resources

Whitepaper

Generating Tax Alpha with Optimized Index Tracking

Whitepaper

Tax Management for Smart-Beta Indices

Blog Post

Generate Alpha With Direct Indexing and Active Tax management

Analytics Products

Axioma Risk

Cloud-based, scalable and flexible, you get more joined up market risk management across your entire organization.

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Axioma Portfolio Optimizer

Deploy advanced portfolio optimization for a wide range of investment management approaches, from quantitative to fundamental with virtually limitless objectives and an equally unlimited range of constraints.

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