Attract new clients by optimizing their portfolios using data-driven insights

We help financial advisers to revolutionize their prospecting efforts, by leveraging the power of actionable recommendations and optimization strategies that drive better long-term results.

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Optimize Fees.

Researches have shown that the expense ratio is the most proven predictor of future fund returns.
We find cost inefficiences and show you how they compound over time, impacting the portfolio's performance.

Get insights in a few clicks.

Optipholio provides the technology for a more efficient veichles selection. For each fund, we show you better alternatives: you can choose between active and passive management, implement the changes and see how they will positively impact future returns.

Engage your Prospects

We provide you with a web-based White Label solution, to showcase the results of your analysis to your Prospects.
Optimize their portfolios and win new Clients!

Who is Optipholio for?

We created Optipholio with a specific segment of Financial Advisers in mind. You will benefit from Optipholio only if you work under certain criterias.

The real value, for your Clients, is your Advice.

According to several studies, more than 90 percent of the variability of a fund's performance over time is attributable to asset allocation. Optipholio helps you to identify the best veichles, in term of cost-efficiency, to implement the asset allocation. With just one goal in mind: grow the portfolio over time.

"The costs of investing in key financial products, such as UCITS funds, remain high and diminish the investment outcome for final investors."ESMA - 14th of April, 2021

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