Recommendation & risk profile

Personalised recommendation of funds for your users


Recommendation Engine

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


You are losing customers without relevant goal based recommendations


Recommendation engine
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
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