Your investment platform of choice
THE BEST IDEAS
The best portfolio managers share their ideas and strategies.
TRANSPARENT AND MEASURABLE
Review of individual transactions and portfolio components. Standardized and scalable to your own risk appetite and thus controlled success.
No ties to a custodian bank or a trading venue/exchange. Individually applicable.
Instifolio is the digital platform for asset managers and wealth managers that makes institutional trading strategies accessible and transparent to third parties worldwide. Together with our partner issuers, asset managers can launch an investment product using a direct indexing approach and thus make their Instifolio trading strategies investable.
Make your investment ideas and strategies visible & investable at your fingertips.
|FOR ASSET MANAGERS|
of your ideas into Live-investment strategies
in the implementation of your Instifolio through an Instifolio tracker
of the status of your product launch
of your underlying assets
of your reports and factsheets
of your implemented strategies
Explore interesting investment strategies from top experts.
Create a new product with a few clicks, simple & easy.
Monitor all your products in one place.
Rebalance your underlying asset. Singe or multi orders available. Choose your own broker(s).
Our powerful reporting module gives a wide range of possibilities to create your reporting.
Use our portal in your own corporate look & feel.
Wide choice of different investment strategies in one place
Convenient investing in transparent trading strategies
Easy use of instifolios to track trading signals
Clever mapping of an instifolio in the context of direct indexing
Since 2020-04-30 |
EUR | D&D SA
Since 2020-04-17 | DE000A2GHNE1
USD | Icon Asset Management AG