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White Labelling

White Labelling

by Craig Smith | Dec 15, 2023 | 0 comments

Enhance your customer experience with your own branded version of Equily and a dedicated portfolio store.

Automated FX Calculations

Automated FX Calculations

by Craig Smith | Dec 15, 2023 | 0 comments

Equily automatically calculates both historical and current foreign exchange rates to provide an accurate view of performance in the currency of your choosing.

Automated FX Calculations

Market Financial Data

by Craig Smith | Dec 15, 2023 | 0 comments

Equily is capable of simulating over 30 years historical data spanning 150,000 equities, 20,000 ETFs and 600 indices globally.

Automated FX Calculations

Multiple Currencies

by Craig Smith | Dec 15, 2023 | 0 comments

Build portfolios in any currency of your choosing no matter the underlying assets.

Automated FX Calculations

Data Export

by Craig Smith | Dec 15, 2023 | 0 comments

All Equily results can be exported into CSV for external analysis and comparison.

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