Finance
Automated platforms that construct, rebalance, and manage investment portfolios based on each client's risk profile, goals, and time horizon — without requiring a human advisor.
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Industry overview
Automated investment advisory platforms that construct goal-based portfolios, rebalance on market movements, and apply tax-efficient strategies — without requiring a human financial advisor for each client.
At a glance
Wealth management at scale requires more than a CRM and a call centre. ArrayMatic builds robo-advisory platforms that onboard investors through structured risk profiling, construct model portfolios from ETF or stock universes, and rebalance automatically when drift or market conditions trigger a threshold.
Our platforms handle the full advisory workflow: suitability assessment, goal-based allocation, automated rebalancing, tax-loss harvesting, and client-facing performance dashboards. Every investment recommendation is documented with a regulatory rationale, and suitability checks run on each proposed trade before execution.
Key capabilities
Engagements are scoped to your business context — these are the core capabilities we bring to finance clients.
Risk tolerance onboarding and suitability assessment
Goal-based portfolio construction from ETF or stock universes
Automated rebalancing on drift and market triggers
Tax-loss harvesting and wash-sale compliance
Client-facing portfolio performance dashboards
Regulatory suitability documentation per recommendation
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