A feature rich platform…
Portfolio Designer
Our portfolio designer provides a user-friendly interface and tools that facilitate easy and efficient portfolio construction, enabling advisors to tailor portfolios based on client preferences, risk profiles, and financial goals. Learn more
Optimization
Our advanced simulation tools and algorithms enables advisors to optimize portfolios not just for returns but also for risk, ensuring a balanced approach that aligns with clients' risk tolerance while aiming for optimal performance. Learn more
Portfolio Store
Our Portfolio Store offers a curated selection of pre-built portfolios tailored to various risk profiles, providing clients with an array of professionally managed options to choose from, simplifying their decision-making process. Learn more
Design Framework
Our portfolio designer is built around 3 key components; model allocations, investments and the model portfolio. Allowing re-use across each to make building portfolio easier whilst accomodating simple and complex portfolio designs. Learn more
Backtest Suite
Our backtesting suite allows you to determine the real-world performance of the portfolio over the period of available historical data. The suite includes smart rebalancing, multiple test runs, test comparison, trading visualisation and more. Learn more
Personalised Dashboard
View personalised dashboards by client, firm or network level. Each dashboards show an up-to-date view of individual active portfolios to monitor performance and track rebalancing actions. Learn more
Portfolio Complexity
Our portfolio design architecture can accomodate 'n-tier' levels of complexity, meaning there is no portfolio that you cannot design with Equily. Learn more
Smart Rebalancing Rules
Rebalance portfolios using smart rules to track down the rebalancing premium. Equily is able to rebalance on absolute %, relative %, value and time-based. Learn more
Performance Calculator
Easy to use performance calculator brings-to-life the potential returns for curated portfolios based on simulated rebalancing criterion. Learn more
Change Management
Each component of Equily porfolio model can be edited and revised before deciding to put them into live usage. Learn more
Trade Visualisation
Get inside the data with sophisticated graphing that bring-to-life when buys & sells occur during rebalancing. See every transaction that Equily performed during simulation with pre- and post-trade data logs. Learn more
Portfolio Monitoring
Tracking portfolios and providing notifications for future rebalancing events ensures that portfolios stay aligned with target allocations. This proactive approach helps advisors to timely adjust portfolios, potentially capturing gains and managing risks efficiently. Learn more
Model vs Active Comparison
See the difference between your model allocation and actual allocation to know how much a portfolio is different from the initial strategy. Learn more
Play & Learn
Equily allows you to run as many backtest as needed, so you that can play with different smart rebalancing algorith, allocations, investments then compare and visualise multiple simulation runs versus one another to easily see which is the most effective strategy. Learn more
White Labelling
Enhance your customer experience with your own branded version of Equily and a dedicated portfolio store. Learn more
Date Bound Testing
Simulate trading during different periods of time; both start and end date. Learn more
Rebalancing Tracker
Equily retains all rebalancing notifications so you can decide if and when to execute trades. Learn more
Trading Costs
Simulate real-world trading platform costs to better determine potential financial returns. Learn more
Automated FX Calculations
Equily automatically calculates both historical and current foreign exchange rates to provide an accurate view of performance in the currency of your choosing. Learn more
Market Financial Data
Equily is capable of simulating over 30 years historical data spanning 150,000 equities, 20,000 ETFs and 600 indices globally. Learn more
Data Export
All Equily results can be exported into CSV for external analysis and comparison. Learn more
Multiple Currencies
Build portfolios in any currency of your choosing no matter the underlying assets. Learn more
Key Financial Metrics
Equily automatically calculates key financial metrics such as Risk Adjusted Return (Sharpe Ratio), Volatility, Profitability and Trading Costs. Learn more
Fast Performance
Built on a modern technology architecture, Equily is able to provide results in seconds. Learn more
equily Insights
Sharing the latest investing insights and platform capabilities through the equily insights blog. Learn more
equily support
Access insight and resources to help support your client investment strategies.
