Our Services
B2B technology for asset and wealth managers.
Algora Workstation
The basic version comes with the workspace and the Projects module. The Institution and Client modules are tailor made for asset and wealth management.
01
Projects module
The core of the platform: a sandbox for deep analysis. Load documents and Excels, for private equity or any other project.
02
Institution module
Your research desk: AI copilot with cited answers, scheduled analyst workflows, portfolio analytics.
03
Client module
Client portfolios, allocations and reporting. With your PMS, or standalone via Excel uploads.
Where each module fits
| Role | Projects module | Institution module | Client module |
|---|---|---|---|
| Relationship Manager | |||
| Portfolio Manager | |||
| Compliance Officer | |||
| Tied Agent | |||
| Research Analyst | — | ||
| Fund Manager | — | ||
| Venture Analyst | — |
The data is part of the platform.
A full package is included. Whatever you already use comes on top.
In the platform today
- Public markets70,000+ securities · 60+ exchanges · 30 yrs history
- ETFsFull universe, holdings and exposures
- News & filings150,000+ sources · 60+ languages · SEC filings
- Open webLive research, every claim cited
- LLM modelsWe bring them, hosted in the EU
Planned integrations
- Private equity data
- UCITS fund data
- Fixed income data
- Macro data
- Options data
You can bring
- Your internal researchResearch, mandates, files
- Your Outlook emailYour mailbox as a source
- Your PMSFor the Client module
Strategy Backtesting
You have a strategy idea. We build the backtest, run it, and send you the results.
- 01Your ideaAn options overlay, a rebalancing rule, a systematic strategy.
- 02We build and run itModelled and tested on historical market data.
- 03Your resultsPerformance, drawdown and risk, documented and explained.
Backtest · Covered Call Overlay
Strategy CAGR+9.4%
Benchmark CAGR+7.1%
Max drawdown-11.8%
Sharpe1.21
Period2016 to 2026