Edgelab

Edgelab's Services

Edgelab provides a comprehensive suite of risk analytics, portfolio construction, and goal-based analysis solutions. Their offerings include automated investment recommendations, enhanced risk analytics, and decision-support simulations. These services streamline investment proposal generation and automate regulatory controls and reports, ensuring compliance with global standards such as MiFID II, FIDLEG, HKMA, and MAS. By performing pre- and post-trade compliance checks, Edgelab ensures the suitability of investments. Additionally, they offer stress tests and simulations to optimize the risk/return ratio of client portfolios.

Edgelab's Technology

Edgelab leverages advanced technology to provide a cloud-based solution that delivers risk metrics in less than a second. Their solution supports multi-asset classes, including OTC and structured products, and allows for smooth API integration, reducing deployment time. Clients can access the platform through existing core banking systems, PMS, Excel Add-in, or via partners. This technology framework enables Edgelab to offer scalable solutions that meet the needs of global wealth management companies and Tier 1 private banks.

Edgelab's Compliance and Reporting

Edgelab enhances compliance and reporting with aggregated and drill-down views on risk, including sensitivities to market variables. They identify portfolios with breaches in investment suitability and strategic asset class allocation. By providing recommendations for the best trades, Edgelab helps move client portfolios closer to target allocations. Their solutions ensure that clients' funds are invested appropriately, reflecting individual preferences and regulatory requirements. This comprehensive approach to compliance and reporting supports global standards and reduces regulatory risks for their clients.

Edgelab's Market Presence

Headquartered in Lausanne, with additional offices in Zürich and Singapore, Edgelab has built strong relationships with global wealth management companies and Tier 1 private banks across Switzerland, APAC, and Europe. Their solutions are the preferred and standard risk engine for leading core banking and portfolio management system providers. Edgelab's foundation is built to scale infinitely, unlocking the full potential of advisors and RMs with automated investment recommendations. Their subscription fee model, based on the number of instruments and portfolios, reduces the total cost of ownership for clients.

Edgelab's Client Solutions

Edgelab offers solutions that reflect clients' preferences, ensuring funds are invested appropriately. Their platform enhances the capabilities of advisors and relationship managers by providing automated investment recommendations and decision-support simulations. By enabling easy product operation workflows through tools already in use, Edgelab reduces the learning curve and increases operational efficiency. Their solutions are designed to unlock the full potential of wealth management professionals, driving better investment outcomes and client satisfaction.