Protect
It carries out health checks of the client’s stock investments and picks out those stocks
that can affect the profitability of the portfolio.
About Robo advisors
JARVIS helps Robo Advisors create a niche for themselves. Our white labeled solutions create the
differentiating factor for advisors and platforms that offer clients access to multiple asset classes.
Our offerings are curated for market intelligence from the research teams’ perspective and play a
pivotal role in assisting the sales team with client acquisition and retention. These solutions include:
Create
It identifies replacement of the stocks that need to be weeded out of the portfolio to
optimize its returns. This can be in the form of a portfolio or a single high conviction
stock
Risk
Management on Demand
Once optimized, JARVIS can track the investments and offer suggestions on profit booking,
stock exits, portfolio rebalance, portfolio reset.
JARVIS
Intelligent Terminal
The terminal is an analytics platform that allows the user to get a holistic view of each
attribute that affects the stock performance . For the user, the terminal is his/her own
digital fund manager. It allows the user to carry out analysis of any stock / portfolio
across multiple parameters, test hypotheses, back test, forecast and optimize portfolios.
