Institutions
Give your team a simple, configurable platform for portfolio management. Organize baskets, set rules for equity, and track results. Use AI agents to quickly read filings, compare peers, and see upcoming catalysts on demand and under your control. It fits into your existing workflow without changing how you hold assets, and it can be fully configured to match your company’s processes, roles, and reports.
What It Is
Equip your desk with a fully customizable, white-label platform that fits exactly the way your institution works.
Integrate it with any system or software you already use, and configure every part of the workflow to match your team’s needs. Analyze portfolios, allocate capital, organize baskets, compare peers, read filings faster, and track catalysts —
all in a setup that can be tailored 100% to your institution.
Key Capabilities
- Configurable logic, reporting, and data views aligned to your process
- Secure connectivity with your Broker and internal data infrastructure
- On-demand AI agents that process filings, peers, and catalysts in seconds
Section: The Framework
Built for how institutional desks work.
Your portfolio is organized into baskets, and each basket holds multiple stocks. Every stock can have its own budget and rules, and each basket has its own limits and reporting. It integrates directly into the systems and tools your team already uses and can be fully customized or white-labeled to match your workflow, branding, and internal processes.
You get structured portfolio analysis, cross-basket visibility, and AI-assisted tools — all designed so your analysts can configure and control everything on their terms.
Feature Highlights
Built Around How Institutional Desks Operate
Each portfolio runs under its own framework of rules, capital limits, and reporting
views defined by your analysts.Equity Engine provides the tools to monitor, analyze,
and improve allocation of logic without interfering with your internal governance.
Independent portfolio
and basket rulesets.
Configurable dashboards
and performance metrics.
Time-stamped
activity logs
Each result is deterministic, logged, and fully reviewable..
Configuration and Integration
Adaptable to Your Process
Equity Engine is modular; the system can be configured to reflect your team’s terminology,
KPIs, and data flows.Integrations, reporting views, and dashboard extensions
can be aligned to your operational model without rewriting infrastructure.
Engagement
We partner with institutional desks to wire our platform into your architecture clean, secure, and built around the way your team actually works. Whether it’s AI-assisted analytics, portfolio intelligence, or private deployment, we scope the environment and align it to your
workflow. Prefer your own look and feel? We can deploy fully white label, under your branding.
Get in touch
Get in touch by filling out the form.We’ll respond as soon we can.
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