Wealth / IAM

Signal overlays, explainable research, and client-ready reports for wealth & independent asset managers

Augment discretionary and advisory workflows with deterministic risk signals, cycles/elliot wave/seasonality context among others, and IC-ready narratives. Deliver insights via dashboards, email digests, and API—without changing your core stack & processes.

Request a Demo View Architecture See Pricing

Built for CIO, PM, RM & Compliance

  • CIO / Research: house views with confidence & strength
  • PM / Desk: overlays, watchlists, alerts and post-trade notes
  • RMs / Advisors: client-friendly summaries and next actions
  • Compliance: versioned rish signals, fully explainable AI & transparency
  • 2,600+ instruments covered across all major asset types
  • 1H / 1D / 1W / 1M multi-TF signals
  • Email · Visual Dashboards · API delivery options
  • Minutes to first insights

How Wealth Tech is Transforming the Trading Space – and Giving Smart Traders &Investors a New Edge

The trading landscape has undergone a profound transformation over the last decade. What was once the exclusive domain of institutions with deep resources and cutting-edge technology is now increasingly accessible to everyday investors. This shift has been driven by Wealth Tech—a rapidly growing segment of fintech that leverages data, artificial intelligence and advanced analytics to empower individuals with the tools once reserved for professionals.

Breaking Down Barriers for Smart Traders & Investors

Historically, non institutional traders were at a disadvantage compared to large funds and institutions. They lacked access to high-quality market data, sophisticated risk models and predictive insights. Wealth Tech platforms are closing this gap by democratizing these resources. Today, retail traders can access:

  • AI-driven market insights that filter through noise and identify meaningful trends
  • Automated trading strategies that reduce the risk of emotional decision-making
  • Data visualization tools that simplify complex market signals into actionable insights
  • Community-driven platforms where traders learn, share and validate strategies

These innovations mean that all participants can trade with more confidence, discipline, and precision.

Hedgtrade: A Wealth Tech Solution for the Modern Trader

Hedgtrade stands out as a platform designed to give all traders and investors a competitive edge. Built in Singapore—a hub for fintech innovation—Hedgtrade integrates advanced AI and market analytics into an intuitive platform that empowers traders at all levels.

Here’s how Hedgtrade helps retail traders gain an edge:

  • Predictive analytics at your fingertips: Harness machine learning models to spot patterns and opportunities faster than traditional chart analysis
  • Risk management tools: Apply professional-grade frameworks that help traders stick to disciplined strategies and avoid common pitfalls
  • Accessibility: Designed for traders who don’t have institutional resources but still want institutional-quality insights at an effective cost
  • Community-powered learning: By engaging with a network of traders, users can validate ideas and learn from real-world strategies

Model Portfolio Overlays

Apply risk signals, cycles and several other quant models; size with volatility-aware guardrails.

House Views & Explainability

Drivers, contribution, confidence & strength for IC and governance.

Advisor-Ready Reporting

Daily one-pagers and client digests you can share as PDF or email.

Alerts & Playbooks

Risk signal flips — so actions are consistent across teams, clients.

API & Webhooks

Push signals to CRMs, dashboards, or ticketing tools; route alerts to Teams.

Compliance Support

No personal data processed.

Model Portfolio Overlays

  • Blend trend, momentum, and seasonality to frame tilts and re-entries
  • Define exposure caps, turnover limits, and escalation thresholds
  • Use cycle windows (e.g., month-end, mid-month) to reduce whipsaws
Quick example (cURL)
curl -s -H "X-API-Key: $HEDGTRADE_API_KEY" \
  "https://api.united-river.com/v1/portfolio/score?symbols=US2000,SPY,QQQ&tf=1W"

Advisor & Client Reporting

  • Daily, Weekly & Monthly reporting with rationales and “what changed”
  • Email digests for RMs; optional client-shareable versions
  • Export to PDF/CSV; connect to your report packs via API
Need white-label or localization? Talk to us.

IC Reports

Investment Committee Reports

Hedgtrade auto-generates standardized one-pagers that package the idea, drivers, entries/targets/stops, portfolio impact, and governance notes into a single, review-ready brief—so ICs can decide in minutes, not meetings.

Not just for hedge funds - Investment Committees — or their equivalents — exist across funds, family offices, private banks, wealth managers, and independent asset managers. Whether you call it an IC, portfolio strategy group, or product approval committee, the governance need is the same: every trade idea must be explainable, consistent, and documented.

Hedgtrade’s one-page IC reports give you a standardized, professional format that works across all client types, ensuring faster decisions, stronger compliance, and audit-ready records.

Explainable by design

  • Drivers, attribution & confidence score
  • Model lineage & full explainability
  • Plain-language rationale for PMs & risk teams

Risk & portfolio context

  • Entry / target / stop with R:R
  • Exposure impact
  • Drawdown contribution at position size

Built for governance

  • Fully explainable & transparent
  • IC template standardization
  • PDF export

XAU/USD (GOLD) - See a sample IC One-Pager

Example report showing cycles, technicals, seasonality, and quantitative drivers, with targets, stops, and portfolio impact in a single page.

Sample Investment Committee One-Pager (NVDA)

NAS100/USD (NASDAQ-100) - see a sample IC One-Pager

Example report showing cycles, technicals, seasonality, and quantitative drivers, with targets, stops, and portfolio impact in a single page.

Sample Investment Committee One-Pager (NVDA)
Playbooks

Fast, low-friction rollout for Wealth & IAM teams

Stand up coverage in days, not months: align to your house views, model lists, and suitability rules—then push desk-ready dashboards, email briefs, and client-ready reports to RMs and advisors.

Step 1

Discovery

  • Universe & coverage: equities, ETFs, FX, rates, gold
  • Segment needs: DPM, advisory, execution-only
  • Policies: suitability, restricted lists, research alignment
  • Targets: alpha, hit-rate, max drawdown, comms cadence
Step 2

Pilot

  • Model lists mapped to dashboards & email briefs
  • Top-down + bottom-up signals with rationales
  • IAM “book” view: positions, exposure, risk flags
  • Weekly governance check-ins, feedback loop
2–4 weeks No IT change
Step 3

Rollout

  • Alerts & playbooks into RM workflow (email/Teams)
  • Client-ready PDF reports & one-pagers (your brand)
  • CRM hooks (notes, next-best-action, follow-ups)
  • Coverage expansion & training for desks
Desk-ready Branding applied
Step 4

Optimize

  • House-view overlays
  • A/B of alerts, content, and delivery timing
Quarterly reviews Audit-ready

What you get

  • Advisor dashboards & daily/weekly briefs
  • Client-ready reports (PDF/HTML)
  • Signal-to-playbook mapping + rationales
  • Alerting & escalation policy
  • KPIs: adoption, hit-rate, time-to-action

Controls align with common wealth/IAM governance: suitability filters, restricted lists, record-keeping, and supervisory review.

Plans for teams

Boost your quant research capabilities with out professional access


Professional Traders

$490/mo
  • Full AI Signal Suite
  • GPT Analyst & Wingman
  • Daily & Weekly Outlooks
  • Short, Mid & Long-Term Projections
  • Cancel Anytime
Request Access See all pricing

Quant Research Suite

$990/mo
  • Everything in Professional
  • Alerts Customization (AI research narrative)
  • Reporting & Discretionary Insights
  • Priority Support
Request Access See all pricing

Institutional Suite

$2,490/mo
  • Includes Quant Research Suite
  • Real-Time API & Risk Data Feeds
  • Up to 10 Team Licenses
  • Dedicated Strategy Calls
  • Private Research & Analysis
Request Access See all pricing
Prices in USD. Taxes may apply. Team features and integration (if needed) can be tailored.

FAQs

Can we use this without changing our processes & systems?

Yes. Start with dashboards and email alerts. Add API/webhooks later (if really needed?) to integrate with internal tools.

Do you process personal data?

No. We produce research outputs using our quant models, and don’t process personal data.

Do you support model portfolios?

Yes. You can specify universes, apply overlays, and export one-pagers and summaries.

How do RMs share research with clients?

Use the advisor-friendly digests and printable one-pagers. White-label options are available.

Get started

See Hedgtrade on your instruments

We can preload your tickers, set alerts, and share IC sample reports for review.

DISCLAIMER
Hedgtrade provides market intelligence and analytical tools for informational purposes only. We do not execute trades or provide personalized investment advice. All users are responsible for their own trading decisions and must comply with applicable regulations in their jurisdiction.