Wealth
Lab
Supporting you along the whole investment lifecycle into crypto
The Wealthlab is much more than an analytics tool. It is your gateway to see crypto through our unique cross-asset lense and gives you the ability to integrate individualized crypto exposure into cross-asset portfolios, monitor and analyse their performance in real-time and get access to our AI-driven modules to improve your performance.
PORTFOLIO CONSTRUCTION
Build, analyse, improve.
Build crypto-only or cross-asset portfolios to then and receive deep performance and risk analytics of your portfolio to unearth insights and performance drivers that have not been visible before
Access our portfolio simulater, to see the effect of adding an crypto asset to your portfolio. Available assets range single tokens, multiple tokens, external investment products (funds, ETFs etc.) and our proprietary investment strategies and indices.
We empower you to show your clients how exactly the addition of a crypto asset can influence their whole portfolio from a performance and risk perspective.
OPTIMISED SUGGESTIONS
Bespoke, better, institutional.
Use the Newbridge Optimisation engine to optimize your clients crypto exposure, while giving you the ability to satisfy a wide range of investment management constraints
Receive individualized suggestions for each client that are based on his portfolio and any constraints that you have defined
The optimization engine works for portfolios without crypto, with crypto and crypto only – for you to offer your advisory services to a large client segment
RISK MONITORING & MANDATE REPORTING
Scaleable, precise, trustworthy.
Our mandate tool, lets you manage crypto mandates at scale, while giving your clients individualized suggestions
Define risk metrics and levels and get notified if the risk in any of your mandates changes
Receive weekly reports on each mandate and have the ability to create custom live reports whenever you want
Create individualized reports on each mandate to prepare for client discussions.
BENEFITS
Take your crypto offering to the next level.
We empower you to give your clients better advise, more personalized suggestions and the crypto exposure that actually fits their needs and expectations. Through our cross-asset approach to crypto our solution fits seamlessly into your other offerings.
RELIABILITY
Gain access to highest quality data in crypto. We do not just deliver data, we validate it. We focus on steadily extending our data capabilities.
SIMPLICITY
Exchange ideas and use our team of investment professionals as sparing partners or a source of knowledge, when it comes to investing in crypto.
PERFORMANCE
Constantly discover fresh trade ideas through innovative investment signals, overlooked trading patterns, and our proprietary actionable insights.
TRANSPARENCY
Decompose portfolio risk and return to understand performance and risk over time through interactive visualizations.
EXPERTISE
Access to industry leading expertise and technology capabilities without having to actually own them
CROSS-ASSET
All of our infrastructure, analytics and models are crypto centric, but built around cross-asset integration, offering a unique cross-asset lense for crypto.