Lattice

Lattice has invented the world’s 1st real-time personablizable Robo-Advisor (RA) suitable for high-net-worth (HNW) clients. We help financial institutions elevate their existing digital wealth advisory tools with the first scientific ‘interactive brain’ to become real-time personalizable quickly and easily through our API plug-in. Existing RAs are ‘standard digital’ solutions placing investors into a few ready-made, standard portfolios following a risk survey. Lacking the technology to respond to more nuanced views or personal-circumstance considerations, they cannot handle HNW investors’ complexities, for example, a property tycoon wanting to limit his real estate exposure, an individual shielding her investments against the impact of Brexit, or another user expressing views on the direction of oil prices. Based on decade-long rigorous industry research, Lattice has built an award-winning, proprietary V2P technology, a 1-click solution mapping users’ personal circumstances, views, and opinions into a tradable portfolio. Thereby, the scale of views embedded in the application can range from very simplistic views such as an enhanced exposure to value to highly customized and complex view settings across multiple asset classes and instruments. As such it is the digital “interactive advisory brain” allowing you to make your RA fully digitally personalizable. In addition, Lattice provides customers with a wide range of portfolio analytics, hence providing full transparency with regards to a portfolio’s exposure to regions and factors.