Take Control of
- Market Volatility
- Predictive Analytics
- Onboarding
- Held-away Assets
- Winning Prospects
- Portfolio Rebalancing
- Portfolio Creation
- Risk Assessment
- Growing Your book
- Performance Reviews
- Portfolio Research
- Client Retention
- Asset Allocation
- Financial Planning
- Big Data
- Account Aggregation
- Client Reporting
The world’s first investment management SaaS web platform built for investment advisors.
We help investment advisors pinpoint risk in real-time, and conquer market volatility by giving them the same tools used by the largest and smartest hedge funds. With risk forecasting, risk targeting, and volatility position sizing, readily available on the cloud, Cassia becomes every advisor’s Chief Risk Officer, at a fraction of the cost.
The world’s first investment management SaaS web platform built for investment advisors.
We help investment advisors pinpoint risk in real-time, and conquer market volatility by giving them the same tools used by the largest and smartest hedge funds. With risk forecasting, risk targeting, and volatility position sizing, readily available on the cloud, Cassia becomes every advisor’s Chief Risk Officer, at a fraction of the cost.
1. Intuitive Portfolio Modeling
2. Active Risk Management Algorithms
3. Proactive Notifications
Be a boss. Fire your fund manager.
Keep Your Profits
The secret is out. Your fund manager isn’t managing risk and hedge funds don’t like to share. We have your back. Unlike outdated methods used by 97% of fund managers, forward-looking risk forecasts use more data than you can fit on spreadsheets and can better predict the rise and fall of future volatility by continually adapting to market changes.
Sign-on new clients in minutes
Paperless, Digital Onboarding
Setting up new client accounts is too much work with all the documents, ID-verification, signatures, KYC, congested highways and in-person meetings. Cassia COPILOT removes the need for paper sign-ups. Send your clients an email with a link, and a custom-branded portfolio is prepared automatically. Stress free, pain free. Just as it should be.
The right portfolio every time
Intelligent Risk Analysis & Smart Beta
Why waste time researching and building portfolios by hand? COPILOT automatically detects risk and guides your client portfolios back to safety. All you have to do is find the client.
The Team
Henry Bee
CEO, Co-Founder
Ex-Broadrige and quantitative finance firm CSS Analytics, spent 10 years building advisor tech.
Jesse Chen
CTO, Co-Founder
Ex-EA, Thomson Reuters, NGRAIN. Shipped 12 titles at EA and worked on FIFA.
Jean-Marc Bougie
Chairman of the Board
CEO of Hillcore, $4.3B PE firm. Ex-MD at RBC Capital Markets.
David Lee
Senior Software Engineer
10 years at Electronic Arts working on FIFA.
Nick Kozmin
Internet Marketing Expert
Salesprocess.io, AdvisorStream, Kinobody.
Desmond Poon
Software Engineer
Built SaaS for farmers to optimize crop yield.
Jackson Chao
Software Engineer
Ex-Pressimus Media, business and software development
Peter Smyrniotis
Strategic Advisor
CEO, Blockchain Assembly. Director, Victory Square Technologies
Built with advisors for advisors
It feels like magic, but it isn’t. COPILOT analyzes all of your client portfolios and thousands of data points then translates them into something you and your clients can understand. The result? You can build better rapport with your clients and provide a smoother ride. Oh, and look good doing it too.
The door is now open to a much wider set of investors to build far more diversified and sophisticated portfolios beyond simply stocks and bonds.
From CFA Institute
“Advisors simply can’t devote the time… like the dedicated wealth management firms… Cassia’s SaaS platform allow for more hands-on approach, with the system providing critical guidance.”
“Cassia Research exploits systematic and persistent changes in asset correlations to better balance risk in portfolios – the Quant revolution in financial analysis is here to stay.”
Clive Jones
Forecasting Guru | Ex-Microsoft
1 trillion dollars is being transferred every year down to millennials.
From Temenos
90% of beneficiaries have little interest in staying with the firm that managed their forebears’ wealth.
From Finextra
Is your business future proof?
Never cancel your dream vacation again
Whether you have 100 or 1000 clients, you can stabilize all your client portfolios from one place, by dampening volatility with laser-like precision. Never let the markets take you by surprise again. See your client portfolios in a whole new light and see the positions that can sink them so that you can keep your vacation, your vacation.
Never again lose a prospect or waste precious time with account transfers
See your client’s entire financial picture no matter who they bank with. With full transaction histories you can win more prospects and redefine what full-service advice looks like.
Join the revolution. Get back to winning.
65%
Isn’t it time to arm yourself with robo tech? 65% retail investors thinks tech can beat human advice.
From State Street Center for Applied Research
Investor now can build a very sophisticated, very globally diversified portfolio at a far lower cost and with far better liquidity terms than that same client could have built even five years ago.
From CFA Institute
Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH. See what GARCH can do for you.
Goodbye buy-and-hold.
Hello buy-and-hedge.
In a low-return environment, static portfolios are dead. And active portfolios aren’t worth their weight in fees. Solution? Boost your portfolio with hedge fund technology that allow you to confidently reach for yield without overreaching and breaking your IPS. You wouldn’t drive without a seatbelt. Don’t invest without risk management.
Security Is Our Top Priority.
No one can see your account numbers or access your brokerage account(s). Not even us.
You and your clients’ brokerage credentials are needed to form a secure connection between Copilot and your brokerage. This allows us to import your financial information and instantly build your portfolio. This one–time process is completely secure and no one – including our own employees – can see your login credentials.
Bank-level security
We use 256-bit SSL encryption – the same level your bank or brokerage uses – to safeguard you and your clients’ financial information.
Read-only system: No one can move money.
No one can withdraw funds, or transfer money – not even you.
