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What we do

uVantage is an AI-assisted software platform, delivering automated quantitative analytics for the asset management and retail banking sector.

The financial services industries will be profoundly changed and challenged by advances in AI, data, and infrastructure. uVantage supports clients to thrive on these changes by integrating data sets, deriving meaningful and actionable insights from data, by leveraging our scalable and robust uVantage platform. Investors’ desire to incorporate individual preferences like ESG or build on legacy portfolios as well as the demand for increasing transparency will drive the proliferation of data driven, systematic approaches including traditional structured data as well as alternative data and unstructured data.
uVantage delivers AI driven data analytics solutions to the asset management and retail banking sector that automate the building, testing, operation and scaling of automated personalized index strategies and personalized factor analytics including ESG.

Products

AI driven data analytics solutions for the asset management and retail banking sector.

AI for personalized Factor Analytics

In the ultra-competitive asset management industry, information fusion from multiple sources, integration and automated analytics is essential. A large number of financial information sources contain unstructured data. uVantage monitors in real-time thousands of financial news sources, extracting relevant information with NLP. uVantage partners with wealth advisors to build personalized public equity portfolios that reflect each client’s unique risk and values preferences. Values can include for example Environmental, Social and Governance (ESG) preferences. uVantage provides automated, AI driven research tools and investment strategies based on alternative, unstructured data and past transactions.

AI for personalized automated Index Strategies

New customer groups are demanding financial services so far only available to the wealthy, provided by in-person individualized services. On top of these new target groups, Investors’ desire to incorporate individual preferences like ESG or building on legacy portfolios as well as the demand for increasing transparency will drive the proliferation of individualized investment styles. As a partial result of this dynamic, the popularity of passive investing through index mutual funds and exchange-traded funds (ETFs) has grown substantially over recent years with these new customers, displacing higher-cost active investment style. uVantage provides AI driven tailor-made strategies to individual investors, reaching additional customers while maintaining existing customer base, faster product development and time to market without stressing operations.

AI for behavioral Fraud Analytics

Driven by growing online trade, an increasing number of financial transaction have to be evaluated for fraud potential in real time. At the same time payment rejections need to be kept at a minimum. uVantage fuses behavioral analysis and international cyber security intelligence to prevent fraud and to identify potentially fraudulent transactions in real time. uVantage provides fraud detection services for real-time financial transactions based on behavioral features for retail banks and treasuries.

Use Cases

Value Proposition for asset managers, retail banks, wealth advisors and treasuries

Build personalized analytics and equity portfolios that reflect each client’s unique risk and values preferences. Automate that process to serve a broader audience with personalized services. Include behavioral features to improve risk and fraud recognition.

Personalized Factor Analytics

Access to more than one thousand financial news sources, monitored in real time for ESG and additional signals to generate personalized factor analytics. uVantage provides automated, AI driven research tools and investment strategies based on alternative, unstructured data and past transactions.

Automated Index Strategies

Despite a record wealth of USD74 Trillion, with more than USD10 Trillion in indexed funds, 1 in 3 investors are unhappy with fees and 1 in 5 are planning to switch their wealth management firm. On top of that, a growing number of affluent investors are looking for tailored investment strategies taking into account personal preferences. uVantage provides AI driven tailor-made strategies for individual investors taking into account personal preferences like ESG.

Behavioral Fraud Analytics

Adding behavioral features to fraud analytics significantly improves the identification of fraudulent transactions while reducing false alarms. Vantage provides fraud detection software to treasuries and transaction brokers for real-time financial transactions based on behavioral features.

Our Location

Ringbahnstr. 10-14, 12099 Berlin, Germany

Drop us a message

contact@uvantage.org
+49 30 60 98 98 060