Recommendation Engine

Personalised recommendation of funds for your users


Recommendation Engine

Personalised recommendation for all users thorugh partner APIs
These APIs are billed seperately.

Understand the Risk Required, by inputting the goal values and savings

Simulate scenarios while planning for the client's goals

The most optimized portfolios that fall on efficient frontier


You are losing customers without relevant goal based recommendations


Recommendation engine
Features Traditional MF Platforms Fintech Primitives
Goal based recommendations Not available Available through partner APIs
Customize your own logic Not available Available through partner APIs
Technology
Features Traditional MF Platforms Fintech Primitives
Sandbox Not available Free to test and integrate all APIs.
Integration Support
Features Traditional MF Platforms Fintech Primitives
Technical queries Anywhere between 3-15 days to reply back Within 24 business hours
Integration support Not available Technical guidance from the product and engineering team
New use cases Not available Guidance from the product and engineering team