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Investment Platforms

We deliver innovative model portfolio solutions for investment platforms and their customers.

AI-Driven Equity Portfolio

eToro, a leading global online investment broker, faced challenges in offering smart portfolios built with quantitative algorithms and models. While eToro views smart portfolios as ideal investment vehicles for millennials and Gen-Z investors—providing robust, long-term options to start their investing journey—they lacked the in-house expertise to develop these products. Instead, they expressed interest in outsourcing the creation, implementation, and management of such products to a firm specializing in this domain.

How We Partnered

STRATxAI worked closely with eToro to listen and understand their desire for a big-data inspired equity investing portfolio that would appeal to long-term investors. We designed a multi-factor equity portfolio that focused on generating superior risk-adjusted returns for long-term investing. The portfolio combined a mixture of high value and strong quality whilst focusing on designing an overall portfolio with lower volatility than the market.

Client Results

eToro launched the “Cutting Edge” in December 2023, just a few months after partnering with STRATxAI. Despite lacking in-house quantitative equity expertise, they successfully co-created a smart equity portfolio tailored to their customers’ needs and preferences. The portfolio has demonstrated resilient performance year-to-date, effectively navigating the market volatility and outperforming major indices, underscoring its robustness. The portfolio has also attracted hundreds of investors who have allocated capital to it, further highlighting the benefits of launching data-driven smart portfolios.

Ready to Partner?

By partnering with STRATxAI, investment platforms can launch innovative AI-driven model portfolios designed to consistently generate attractive risk-adjusted and seamlessly integrate with existing systems.

Our model portfolios enable investment platforms to differentiate their product offering, enhance client outcomes, and attract the next generation of investors.

Discover how STRATxAI can elevate your investment business.