This startup offers a hybrid robot-advice service that combines algorithmic investment strategies with personalized guidance from human financial advisers. By enabling investors to access systematic investment solutions while allowing advisers to white-label the service, the company enhances financial accessibility and scalability for both parties.
Funding
Funding not disclosed
Founders
Product
Problem
Retail investors often lack access to the sophisticated investment strategies and research tools employed by institutional investors and family offices. This disparity makes it challenging for individual investors to achieve comparable returns and effectively manage risk across diverse asset classes.
Solution
Maqro Investment Group provides a multi-asset investment platform designed to bridge the gap between retail and institutional investing. The platform offers access to ASX and global equities, real estate credit opportunities, alternative investments (including pre-IPO deals and digital assets), and structured products. Maqro delivers research-backed investment strategies, combining top-down macroeconomic analysis with bottom-up due diligence. Clients can choose between self-directed trading with comprehensive research or advised client services with dedicated dealer assistance, all within a non-discretionary framework that maintains investor control.
Target Audience
Maqro serves both self-directed and advised investors, including millennial and retiree investors, seeking access to diversified investment opportunities and sophisticated research-backed strategies.
Features
- Access to ASX and global equities, real estate credit, alternative investments, and structured products
- Model portfolios targeting capital preservation, outperformance, and absolute returns
- Comprehensive research and recommendations on ASX shares
- Proprietary quantitative tools for investment strategy generation
- Non-discretionary advised client services with dedicated dealer assistance
- Self-directed trading platform with access to research
- Partnership with Sharesight for portfolio reporting