akaFortune - FPT IS

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

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