Explainable signal overlays + client-ready reporting for advisory and discretionary teams.
Hedgtrade augments wealth workflows with a repeatable decision cadence: regime → scenarios → boundaries → attribution. Your CIO/Research team gets consistency, PMs get action levels, and RMs get client-friendly narratives — without changing your core stack.
CIO, PM, RM & Compliance
- CIO / Research: house views with explainability fields (why + what changed).
- PM / Desk: overlays, watchlists, alerts, and boundary-based sizing cues.
- RMs / Advisors: client-friendly summaries and “next action” prompts.
- Compliance: consistent templates, versionable exports, audit-ready packs.
- Research is strong, but delivery is inconsistent across RMs and regions.
- “House views” aren’t operational: no boundaries, no triggers, no cadence.
- Client communication drifts into narratives and headline risk.
- Suitability / governance evidence is hard to assemble after the fact.
- Explainable overlays convert views into reusable templates and decision levels.
- Scenario discipline clarifies baseline vs stress outcomes before action.
- Advisor-ready reporting produces consistent digests for client communication.
- Audit-friendly exports keep “what was decided and why” reviewable.
Outcomes
More consistent advice
Standard framing reduces variance across RMs, desks, and regions.
Fewer reactive moves
Boundaries and scenarios replace “headline-driven” decisions.
Cleaner governance trail
Repeatable artifacts make reviews and supervision easier.
How teams use Hedgtrade (wealth workflow)
The goal is not “more research.” It’s consistent delivery: CIO sets context, PMs act with boundaries, RMs communicate with client-ready outputs.
Regime + scenario map
Baseline vs stress outcomes, plus what must happen to change posture.
Boundaries & sizing cues
Action levels, invalidation rules, and concentration checks.
Client-ready digest
“What changed”, “what we’re doing”, and “what would change our view”.
Supervision & export
Export packs and decision notes for periodic review and audit trails.
What you can ship to clients and internal stakeholders
- Client digest (daily/weekly) with “what changed” narrative
- One-page brief (shareable) with drivers and scenarios
- Watchlist notes and “next best action” prompts
- Committee-style one-pagers (internal review)
- Risk/scenario pack exports (limits, stress, attribution)
- Versionable artifacts for supervision / periodic review
IC-style one-pagers (sample PDFs)
These are useful for wealth teams too: consistent “why / what / boundaries” in one page supports both internal review and client comms.
XAU/USD (Gold)
Sample one-pager with drivers, scenarios, and decision structure.
FAQ
Can we use this without changing our stack?
Yes. Start with dashboards + email digests. Add API/webhooks only if you need deeper workflow integration.
Do you process personal data?
No — Hedgtrade focuses on market analytics and decision-support outputs (no custody, no execution, no advice).
Want to see it applied to your house views?
We’ll map your universe, produce a sample advisor digest + governance pack, and show the cadence end-to-end.