Personalised recommendation for your investors.
Note - Third party integrations, billed separately
Risk profiling based on tolerance and capacity
Simulate scenarios while planning for the client's goals
Optimized portfolios for different risk profiles
Rebalancing suggestions basis various scenarios
| Features | Traditional MF Platforms | Fintech Primitives |
|---|---|---|
| Risk profile | Not available | Yes |
| Goal based recommendations | Not available | Yes |
| Customize your own logic | Not available | Yes |
| Rebalancing | Not available | Yes |
| Features | Traditional MF Platforms | Fintech Primitives |
|---|---|---|
| Sandbox | Not available | Free to test and integrate all APIs. |
| 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 |