Vietnam’s pioneering all-in-one financial advisory platform

All-in-one financial advisory platform

akaFortune offers a comprehensive suite of tools to support investment advisors in delivering high-quality services. The platform enhances the client experience and enables efficient business growth.

All-in-One Platform for Financial Advisors & Wealth Management

ENGAGEMENT PLATFORM

  • A single platform helps customers to manage all services and investment portfolios.
  • Transparent and timely information is always accessible.

MULTI-SERVICES PLATFORM

  • A singe platform integrate a wide range of investment solutions and products.
  • Provide comprehensive investment advisory support.
  • Feature a user-friendly and intuitive interface

SALES MANAGEMENT PLATFORM

  • Optimize sales operations and performance management.
  • Automate sales and service processes.
  • Develop and expand digital sales channels.

INVESTMENT COMMUNITY PLATFORM

  • Facilitate direct connections between investors and financial experts.
  • Enable real-time investment discussions.
  • Foster the growth of a professional investment community.

PORTFOLIO CONSTRUCTION TOOLS

  • Optimize portfolios based on Modern Portfolio Theory (MPT).
  • Backtest portfolio performance using historical data.
  • Support portfolio construction and ongoing adjustments for optimal performance.

 

PERFORMANCE INDEX ENGINE

  • Calculate investment performance metrics in real time.
  • Offer a clear view of portfolio efficiency.
  • Track and analyze investment transactions in detail.

 

RISK ANALYTICS ENGINE

  • Evaluate portfolio risk using the Value-at-Risk (VaR) model.
  • Calculate advanced risk metrics, including Max Drawdown and Sharpe Ratio.
  • Analyze risk based on price fluctuations.

 

AUTOMATION

  • Automate and manage the entire advisory and investment process.
  • Deliver a superior investment experience for clients.

 

Competitive Advantages

Eng Lợi Thế Cạnh Tranh 1742799920

Infrastructure

Eng Mô Hình Sp 1742808056

News & Insights

16 May, 2025

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