The startup provides patented decision-assistance technology that utilizes personalized scoring and ranking methodologies to help investors evaluate investment management teams. Its cloud comparison engine and APIs enable professional advisors and robo-advisors to identify top-performing teams within specific asset classes while eliminating conflicts of interest.
Funding
$3.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Investors often struggle to identify top-performing investment management teams due to the overwhelming amount of financial data and the potential for conflicts of interest in traditional advisor recommendations. Existing single-factor performance metrics may not provide a comprehensive view of investment team capabilities.
Solution
Decision Technologies Corporation (DTC) offers a patented, cloud-based comparison engine and APIs that empower investors to evaluate investment management teams using personalized scoring and ranking methodologies. The platform incorporates multiple risk factors and performance parameters, allowing users to create custom, weighted blends based on their individual preferences. This enables professional advisors and robo-advisors to objectively identify top-performing teams within specific asset classes, improving investment selections and portfolio creation. DTC's technology aims to advance the financial industry beyond single-factor quantifications, promoting greater awareness and accountability.
Target Audience
The primary target audience includes professional financial advisors, robo-advisors, and institutional investors seeking to enhance their investment selection process and provide clients with objective, data-driven recommendations.
Features
- Patented comparison engine incorporating multiple risk factors and parameters
- Personalized scoring and ranking of thousands of investment choices
- Weighted blends of multiple performance parameters for customized analysis
- Cloud-based platform accessible to professional advisors and robo-advisors
- APIs for integration with robo-advisor platforms
- Core/Satellite portfolio design methodologies to fine-tune portfolio risk exposure and volatility
- Evaluation of mutual funds, ETFs, money managers, and other financial products