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 Infrastructure
News & Insights View all 3 December, 2025 BIDV and the FPT– OpenWay joint venture complete core card system migration to the world-class Way4 platform In November, BIDV and FPT–OpenWay joint venture successfully completed the migration of the bank’s card payment system (Core Card) to the Way4 platform—one of the world’s leading payment solutions, after only 18 months of implementation. Considered one of the most complex end-to-end technology upgrade programs in the banking sector,... 28 November, 2025 FPT joins semiconductor alliance, advancing university–industry collaboration 28 November, 2025 FPT accompanies the development of vietnam’s digital technology industry 27 November, 2025 FPT joins forces with VinaCapital and SHTP, ready to serve as “master architect” in Ho Chi Minh city’s journey toward becoming a global megacity 26 November, 2025 FPT supports Vietbank in successfully deploying the PeopleX Hiring system Search Search Technology Trends View all
