Move works with premium data, news and research providers - pushing a constant flow of relevant information to the platform. With our proprietary natural language processing algorithms, we automatically connect information across all these sources and channel it into themed funnels. In this way, you gain valuable insights into key topics at all times.
Move hosts a sophisticated library of all your structured products. We allow structurers to add new products and we can upload any fund you wish so that you can access them in one clearly structured place. Each investment opportunity is tagged automatically and can be located using any search attribute. Investment info cards, performance visualizations and automatic tags to other relevant news flows allow users to find the most relevant products quickly and easily. They can then attach these products to their investment proposals with just one click.
Move provides dynamic templates and reports to analyze and showcase key indicators of investment performance. These marketing tools can be customized to fit your organization. You can zoom in to the level of detail you require, rapidly obtain answers to your questions and generate reports to supplement your offerings allowing you to impress your clients with data-rich solutions.
Move manages your rule books and allows you to automatically attach rules to your offerings. They then pass through a rule engine that allocates compliance-approved offerings to clients according to the latest internal and financial regulations. This also ensures you have all the documentation needed for future audits.
Move empowers users to create their own themed information funnels or to subscribe to those most relevant for their clients. Updates are automatically channelled to the subscriber and our platform can be accessed from mobile devices around the clock. This means you keep your finger on the pulse and have all the information you need to engage in meaningful client discussions.
Move constantly monitors macro-risks and trends that could impact on portfolios recommended through the Move platform. Our platform hosts a wealth of comparative indices to track market developments across thousands of themes. We evaluate these risks at an early stage and test scenarios to ensure risk-controlled investment opportunities for your clients.
Move supports risk profile assessments. It allocates assets to a dynamic asset mix among selected products based on the client’s risk/return profile on any given day. Our algorithm-driven technology is closely linked to daily pricing monitors so that trends are recognized swiftly.
Move executes trades continuously and effectively, in line with the strategy you set as an advisor. The automated trader tool does the work for you, executing trades after first evaluating cost/benefits. Move often trades up to 200x a year per client. Its direct access to the market ensures an attractive value proposition.