Blog
Discover our articles on portfolio optimization, wealth management and quantitative algorithms for advisors and fintechs.
Build or Buy Your Investment Engine? The Technical Guide for Fintech Teams
A pragmatic guide for CTOs and CPOs to assess the complexity of a quantitative engine, the true economics of Build vs Buy, and the plug & play alternative offered by Clearfolio.
Build vs. Buy: Should You Develop Your Own Financial Calculation Engine in 2026?
Discover the hidden costs of developing a quantitative engine in-house and why buying an API can accelerate your time-to-market from 18 months to just a few days.
Understanding Portfolio Optimization with Markowitz
Discover how Markowitz's algorithm revolutionizes investment portfolio construction and why it's essential for wealth management advisors.
Company Valuation: Why the Deterministic Approach Puts Your Investment Decisions at Risk 📉
In a volatile market, presenting a single Target Price is a strategic imprudence. Discover why moving from static DCF to a probabilistic approach is essential for Asset Managers and Equity Research teams.