PFM · Portfolio & Wealth
The allocator's operating system.
Platforms for portfolio managers: construction, monitoring, risk analytics and reporting — with AI research agents doing the heavy reading so your team can focus on allocation decisions.
Capabilities
From position to report.
Portfolio construction & rebalancing
Model portfolios, target allocations, drift monitoring and rebalancing workflows across asset classes — equities, options, fixed income, funds and digital assets.
Risk analytics
Exposure, concentration, drawdown and scenario analysis with configurable limits and automated alerting when portfolios breach policy.
AI research agents
Agents that read filings, news and market data, then draft research notes, portfolio commentary and client-ready reports — with human approval steps built into every workflow.
Client & regulatory reporting
Scheduled performance reports, fee statements and regulatory outputs generated automatically from clean, auditable data.
FAQ
Common questions.
Who are Zenthryx portfolio platforms for?
Fund managers, wealth management teams, family offices and advisory firms that need portfolio construction, monitoring, risk analytics and client reporting in one system — without paying legacy-vendor prices.
Do the platforms include AI capabilities?
Yes. AI research agents are built in: automated market research, portfolio commentary drafting, risk flagging and report generation, powered by the same agent framework (Iqonga) behind our trading platforms.
Can you integrate with our custodian, broker or data provider?
Yes. We build integration layers for market data providers, brokers, custodians and execution venues as part of each engagement, tailored to your existing stack.
Replace the spreadsheet stack.
Tell us how your desk runs today, and we'll design the platform that runs it tomorrow.