Edgelab

Edgelab

Edgelab provides risk analytics, portfolio construction, and goal-based analysis solutions, offering automated investment recommendations and decision-support simulations. Headquartered in Lausanne with offices in Zürich and Singapore, Edgelab serves global wealth management companies and Tier 1 private banks across Switzerland, APAC, and Europe.

Services

Edgelab provides risk analytics, portfolio construction, and goal-based analysis solutions. The company offers automated investment recommendations, enhanced risk analytics, and decision-support simulations. Their services streamline investment proposal generation and automate regulatory controls and reports, performing pre- and post-trade compliance checks to ensure investment suitability for MiFID II, FIDLEG, HKMA, and MAS standards. Edgelab's capabilities also include portfolio stress testing and impact simulations to optimize risk/return ratios.

Products

Edgelab offers a cloud-based solution designed for multi-asset class support, including OTC and structured products. Their product computes and delivers risk metrics in less than a second, enhancing reporting with aggregated and drill-down views on risk. It identifies portfolios with breaches on investment suitability and provides trade recommendations to align client portfolios with target allocations. The solution is accessible through core banking or PMS, Excel Add-in, or via partners, and features smooth API integration to reduce usual implementation time.

Market Operations

Headquartered in Lausanne, Edgelab operates additional offices in Zürich and Singapore. The company has built strong relationships with global wealth management companies and Tier 1 private banks across Switzerland, APAC, and Europe. Edgelab is the preferred and standard risk engine provider for leading core banking and portfolio management systems. The company's solutions are designed to reflect clients' preferences, ensuring appropriate fund investment and unlocking the full potential of advisors and relationship managers.

Compliance and Regulatory Support

Edgelab's offerings include automated pre- and post-trade compliance checks that ensure investment suitability in line with regulations such as MiFID II, FIDLEG, HKMA, and MAS. The company excels in stress tests and suitability checks for asset class strategic allocation. Additionally, Edgelab enhances regulatory reporting by providing aggregated and drill-down risk views, meeting the demanding compliance needs of leading private banks and wealth management firms.

Technology and Integration

Edgelab's solutions are built for easy integration and scalability, offering a smooth API that reduces usual integration durations. The product operates seamlessly within existing banking infrastructure or via PMS, Excel Add-in, or partner platforms. A subscription fee model based on the number of instruments and portfolios reduces total cost of ownership. No market data or additional infrastructure is necessary, underlining the platform's convenience and adaptability.

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