The startup offers an investment management platform that utilizes artificial intelligence to deliver real-time, objective insights on market trends and economic conditions. This enables wealth managers to construct portfolios that align with specific investment targets while minimizing deviations from those goals.
Funding
$9.6M 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
Asset and wealth managers often struggle to efficiently incorporate real-time market data and economic forecasts into their investment decisions. Constructing portfolios that align with specific investment targets while minimizing deviations can be a time-consuming and complex process.
Solution
MDOTM provides an AI-driven investment platform, Sphere, that delivers objective, forward-looking insights on market trends and economic conditions. Sphere empowers asset and wealth managers to build, rebalance, and explain portfolios at scale. The platform offers three core modules: AI-Driven Investment Insights for strategic and tactical asset allocation, Portfolio Studio for building and rebalancing multiple portfolios, and StoryFolio for generating personalized portfolio commentaries. Sphere leverages both analytical and generative AI to streamline the investment process, enhance decision-making, and improve client engagement.
Target Audience
The primary target audience includes CIOs, investment committees, portfolio managers, multi-asset teams, financial advisors, and wealth managers.
Features
- AI-driven investment insights, including comprehensive market outlooks and market regime analysis across various asset classes
- Portfolio Studio enabling portfolio rebalancing at scale with customized goals, asset allocation, and risk constraints
- Automated portfolio commentaries generated through controlled Generative AI, providing custom and reliable reports for each portfolio
- AI engine, ALICE, assimilates economic, fundamental, and valuation data to determine market regimes and probabilities
- Ability to customize market views and integrate personal insights with Sphere's forecasted market perspective
- API integration for seamless data transfer