Scalable Excellence
‍For Wealth Advisory Firms

Expand your management capacity and service quality without increasing internal resources.

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Market-Informed Portfolios

Optimises portfolios to capitalise on market conditions.

Personalised Services

Enables the construction of highly personalised investment plans and portfolios with ease.

Enhanced Fiduciary Responsibility

Ensures each client’s strategy is respected systematically.

Manage Hundreds of Portfolios
Effortlessly

Manage Hundreds of Portfolios Effortlessly

Single-handedly construct, monitor, report and adjust your clients' portfolios.

Portfolios tied
to their strategy

For each client, you can establish an investment profile with objectives, constraints and other preferences. This profile is used to build and adjust a client’s portfolio, ensuring alignment with its unique goals and preferences.
Investment profile
respected
Adviser
Marc

Tailored Portfolios
In Record Time

Build and adjust
portfolios in one click

Mathematically optimise your portfolio based on your client's unique profile, your investment universe and your market views.

Enhance your portfolios
with market views

We’ve created a way for you to influence the investment mix based on your market assumptions.

Define your scope
of investment

Create an investment universe (pre-selection of investments) that the system can use to compose portfolios.

Effortless
Portfolio Analysis

We’ve built an intelligent portfolio dashboard that effectively presents portfolio analytics and highlights key insights. Quickly identify threats and opportunities by stress-testing, comparing, filtering, and visualising various strategies.

Leverage
Our Technology

Either integrate with your existing systems,
or get a fully customised solution.
API Acess
Decisiv offers an API that can be seamlessly integrated into your existing systems, allowing you to fully leverage our technology.
White-Labeled Platform
Decisiv can build a customised web-based platform tailored to your needs and processes.
Nicolas, Ayoub - Decisiv Founders

We’re Redefining Possibilities For Wealth Managers.

Watch demoLet's talk
Scalable Excellence
Expand your management capacity and service quality without increasing internal resources.
Personalised Services
Enables the construction of highly personalised investment plans and portfolios with ease.
Market-Informed Portfolios
Optimises portfolios to capitalise on market conditions.
Fiduciary Responsibility
Ensures each client’s strategy is respected systematically.

Simplifying Your Data Management

We understand that combining multiple data sources is often necessary to keep an edge.
Data Standardisation
Effortlessly use and analyse your clients’, investments’, and portfolios’ data.
Data Home & Hub
Centralise your data sources and easily leverage it for diverse applications.

Meet Us

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