Technology
Family office technology we use ourselves.
Every tool here exists because a Cordis platform needed it. We use them ourselves first, and we license them to others once they have proved themselves.
Atelier In development
Two connected workflows: Family Office Reconciliation and Portfolio Builder.
Atelier is moving to two dedicated pages. One is for reviewing holdings and the evidence behind them, the other for exploring allocations in a separate model. The current platform offers research and index-building tools. The combined workflow and the reconciliation features are in development. NABLA 50, SAVANA 50 and SAHARA 50 remain three separate products.
Atelier in detailHorizon In development
Macro, currency and regime intelligence.
Horizon tells you which regime a market is in, when that is changing, and what it means for the tradability of everything priced in that currency. It outputs three simple signals, tradable, cautious or closed, used by our indices, our platforms and Atelier's portfolio views.