Its robust, realistic forecasting capabilities provide a solid foundation for:
Shows a range of plausible investment outcomes to help your clients make better decisions.
Structured with clear and explicit steps from the inputting of market data through to modelling recommendations and published outputs every quarter.
Built from the ground up to ensure consistency between currencies, inflation, yields, income and capital growth.
Continually updated to provide an unbiased view of the investment prospects implied by current markets.
Deployed over multiple time horizons, for multiple goals in multiple currencies and in all major countries around the world.
25 years of deployment and continuing development and used by our blue chip clients, Insight delivers proven performance against risk targets.
They provide a foundation of reliable, compliant financial planning, so you can trust the information they give you.
Our Calculation Engine is the power behind our robust and realistic forecasts. It carries out all the calculations to meet your financial planning needs.
It can process thousands of simulations in under a second, giving you a wide range of forecasts and scenarios.
The Calculation Engine also ensures consistency across all modules and distribution channels, delivering a genuine omni-channel approach.
Our Advice Engine makes automated advice possible. It has all the algorithms and parameters needed to create a comprehensive range of robo advice solutions.
We can configure these parameters to your specific business and regulatory compliance requirements. So, you can deliver automated advice that's guaranteed to be compliant.
Result forecasting, risk management, asset allocation and investment proposition development
With over 25 years' experience, we help our clients realise the digital transformational benefits of stochastic modelling.
Our comprehensive range of services, used by 80% of the UK's largest financial institutions, provide the expertise you need to meet the challenges of today's financial planning and wealth management landscape: