Sqope

Digitizing Investor Information

In today’s world, investors receive all types of information (political, cultural, market) digitally, in real time, 24/7, allowing them to digest it as it is happening.  Why would they want their investment information to be any different?  Investors want to see, consume and act on their portfolio data as it looks today, not based on last month’s or last quarter’s information.  And, it is not just the Millennials, Gen X and Gen Y all live on digital devices and expect their investment information to follow suit. Does your current portfolio management system give you the ability to deliver what your investors are expecting?

Imagine a New Client Investment Experience

Sqope does!  Bringing together dynamic portfolio analytics, performance measurements, risk analytics, and peer group benchmarking, Sqope™ is a personalized portfolio management platform designed to help retail investors gain greater clarity around investment performance. Through an investor-centered design, Sqope introduces a wide array of performance measurement tools and real-time intelligent investment analytics to provide an interactive experience helping investors make better investment decisions and enhance their portfolio performance.

Seamless integration with pre-fill order tickets or flexible API delivery options
Strategy checklist evaluates trade strategy against complex market conditions
Profit & loss simulations allow instant visualization and analysis of all trade adjustments
Natural Language Processing presents streamlined trade signals and technical data

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Social Analysis

Crowd-Sourced Portfolio Comparison

Unique ‘People Like You’ feature with personalized ‘Sqope™ Score’ leverages peer group analysis to allow users to compare their investment performance and strategies against like-minded investors

 

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Trade Ideas powered by SciQ™ Insights

Optimized Asset Analysis and Investment Insights

SciQTM Insights provides impartial, personally tailored investment strategies in user-friendly language. Each insight locates an opportunity specific to the investor’s portfolio and situation, and includes interactive controls so that investors can instantly respond if they choose to do so.   Insights leverage Sqope's deep analytics to trigger new ideas and investment activity, supporting enhanced portfolio performance.

Attract New Clients

Improve competitive positioning in the marketplace by offering unique capabilities that your competitors don't provide. Enhance your position as an innovator in the market space and continue to attract new investors.

Retain Existing Clients

Answer investor’s questions: “how am I doing?” and “how can I improve?”

Provide your customers the next level of financial solutions, delivering tools to better understand their financial positions and address their need to access this information anytime/anywhere. Enhance the value you bring to your customers, making them more likely to stay and grow their business with your firm.

Capture a Greater Share of Wallet

Demonstrate increases in services and value by providing deeper insight into your customers' investment portfolio. As customers realize the benefit of the insight, they will want this insight across the entire investment portfolio and are likely to centralize more assets with your firm.

Generate Transaction Revenue

Provide ability to rebalance the investor’s portfolio to improve performance and risk profile, generating trades to positivity impact their portfolio.  Improved investor performance improves your firm’s performance.

Enhance Your Digital Experience

Prove commitment to providing a superior customer experience at each touchpoint with your firm. Provide your customers better tools to make more informed financial decisions and deliver superior and enhanced services to help meet their evolving needs.

Performance Measurement

Performance measurement delivers valuable insights into how positions are performing, as well as why, what, where, and how investors can explore opportunities for growth.  Explore alternative investments in the S&P 500 or popular among the larger, anonymous Firm-level community.

Social Analysis

‘People Like You’ is a safe, crowd-sourced social search engine that lets investors find trade ideas by searching the portfolios of investors they identify with, all while preserving everyone’s anonymity.

By opting in, investors can see anonymous portfolios of people like themselves, to see how other users are approaching the investment challenge.

SciQTM Insights

SciQTM Insights provides impartial, personally tailored investment strategies in user-friendly language. Each insight locates an opportunity specific to the investor’s portfolio and situation, and includes interactive controls so that investors can instantly respond if they choose to do so.   Insights leverage Sqope's deep analytics to trigger new ideas and investment activity, supporting enhanced portfolio performance.

Attribution Analysis

Typically, available only to professional money managers, attribution is a complex calculation that provides a breakdown of elements impacting portfolio performance at the sector level, as compared to a benchmark. Attribution provides “contribution to return”, defining how much each sector specifically impacted the % return calculation, as well as, breaking down how much asset allocation and stock selection decisions affected the return. Sqope brings attribution to the individual investor, displayed in a high-level format that is intuitive and understandable.

Dynamic Risk Rebalancing

An interactive “what if” risk rebalancing tool that allows the investor to evaluate changes to positions and add in new positions, while examining the impact to overall portfolio risk. Investors can easily set their target and review proposed new portfolio with reference to current portfolio and peer portfolios. The investor can choose the how they approach risk, with options such as beta, downside beta and standard deviation. The Sqope stock selector integrates with risk rebalancing, allowing for easy research and addition of new securities into the scenario.

Sqope Score

Proprietary investment score measures how investors are doing alongside risk parameters. The Sqope Score summarizes the investor’s performance on a scale from 0 to 1000. Like a “FICO” score, but for the investor, it compares and ranks the portfolio with all other portfolios registered with the brokerage firm.

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