Access RiskModels
See what is driving a portfolio before deciding whether the model belongs in your process.
Request a working session and we'll walk one of your portfolios — or a public fund you know — through RiskModels on the first call. Qualified institutions may then be invited into a structured 30-day pilot using their own investment workflow.
Manager evaluation
Separate persistent stock selection from market, sector, subsector, and style exposure.
Portfolio oversight
Identify where risk and returns are actually being generated across portfolios or sleeves.
Research and integration
Evaluate holdings-based analytics for internal tools, reporting, or API workflows.
Request a working session
Name a portfolio or a public fund you already have a view on. We run it through the model, check the coverage ourselves, and bring the analysis to the session.
How access works
| Stage | What you get | Commitment |
|---|---|---|
| Request | Tell us your firm, role, and the portfolio or fund you want analysed. | 2 minutes |
| Working session | We analyse one portfolio or public fund together and show the actual decomposition. | 30 minutes |
| Pilot | A defined institutional evaluation using your own workflow and holdings. | Invite-only · 30 days |
| Engagement | Ongoing platform access, research support, or implementation. | Scoped after the pilot |
What a pilot is
A 30-day, invite-only institutional evaluation.
Included
- One agreed evaluation question
- Up to three portfolios, funds, or manager accounts
- Workspace access for named participants
- Holdings-based return and risk decomposition
- Market, sector, subsector, style, and stock-specific analysis
- Onboarding, midpoint, and findings sessions
- Exportable analysis or sample tearsheet
- Success criteria agreed before the pilot starts
Not included
- Custom model development
- Large historical data backfills
- Production API integration
- Unlimited portfolios or users
- Bespoke research beyond the agreed question
Commercial terms
Institutional access is currently available through qualified pilots. Pilot scope and commercial terms are agreed after the introductory working session.
Building on the API instead? The developer platform is self-serve and priced per call — see developer pricing.