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Axioma Portfolio Optimizer from Axioma (part of Qontigo)

A portfolio construction and risk modeling system that combines multi-factor risk models with flexible portfolio optimization tools. Provides comprehensive constraints, transaction cost models, and tax management features.

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Portfolio Modeling Software for Portfolio Management

Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
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Portfolio Construction & Customization
(9 Yes /9 Known /10 Possible features)

Risk Analytics and Measurement
(9 Yes /9 Known /10 Possible features)

Reporting and Visualization
(7 Yes /7 Known /10 Possible features)

Data Integration & Coverage
(8 Yes /8 Known /10 Possible features)

Performance Measurement
(9 Yes /9 Known /10 Possible features)

Workflow & Collaboration
(5 Yes /5 Known /10 Possible features)

Compliance & Regulation
(9 Yes /9 Known /10 Possible features)

User Interface & Usability
(6 Yes /6 Known /10 Possible features)

Security & Reliability
(8 Yes /8 Known /10 Possible features)

Integration & Extensibility
(6 Yes /6 Known /10 Possible features)

Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation

Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
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Core Functionality
(9 Yes /9 Known /10 Possible features)

Risk Management
(10 Yes /10 Known /10 Possible features)

Performance Measurement & Attribution
(9 Yes /9 Known /10 Possible features)

Data Integration & Management
(6 Yes /6 Known /10 Possible features)

Usability & User Experience
(5 Yes /5 Known /10 Possible features)

Reporting & Analytics
(9 Yes /9 Known /10 Possible features)

Integration & Interoperability
(7 Yes /7 Known /10 Possible features)

Security & Compliance
(9 Yes /9 Known /10 Possible features)

Scalability & Performance
(2 Yes /2 Known /10 Possible features)

Client Communications
(8 Yes /8 Known /10 Possible features)

Support & Vendor Strength
(6 Yes /6 Known /10 Possible features)

Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation

Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
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Asset Class Coverage
(10 Yes /10 Known /10 Possible features)

Portfolio Construction & Optimization
(9 Yes /9 Known /10 Possible features)

Risk Management and Analytics
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Management & Input Integration
(0 Yes /0 Known /10 Possible features)

Regulatory and Compliance Tools
(0 Yes /0 Known /10 Possible features)

User Access, Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)

Reporting & Client Communication
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Security & Infrastructure
(0 Yes /0 Known /10 Possible features)

Support, Training & Documentation
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Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.).		Axioma Portfolio Optimizer enables users to define the investable asset universe, including equities, bonds, and alternatives, via portfolio construction interfaces and constraints.
Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra).		The system is well known for its multi-factor risk modeling capabilities, supporting models such as Barra and Fama-French.
Model Portfolios Ability to create and manage model portfolios as templates.		Axioma supports the creation and management of model portfolio templates for scenario testing and client customization.
Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc.		Allows comprehensive custom constraints including weight, sector, factor, and risk, as highlighted in product literature and demos.
Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives.		Advanced optimization engine is a key feature, supporting multiple objectives including return maximization and risk minimization.
Rebalancing Tools Automated or manual tools for portfolio rebalancing.		Offers automated and manual rebalancing tools, configurable through the optimization workflow.
Scenario Analysis Ability to simulate various market conditions or shocks.		Supports scenario analysis features for simulating market shocks, as referenced in the public documentation.
Multi-currency Support Ability to construct and track portfolios in multiple currencies.		Multi-currency support is explicitly listed as a product capability for global asset managers.
Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically.		No information available
ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets.		Supports ESG and SRI constraints and integration, as advertised in solution briefings.

Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics.		Value at Risk (VaR) metrics provided in risk analytics suite.
Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios.		Stress testing tools available for portfolio evaluation against historical and hypothetical scenarios.
Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc.		Performance and risk attribution by factor, sector, and asset class documented in product materials.
Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price.		Liquidity risk analysis is available as part of comprehensive risk analytics.
Correlation Analysis Measurement of inter-asset and cross-portfolio correlations.		Correlation analysis is standard in risk measurement modules.
Drawdown Measurement Calculation of historical and current maximum drawdowns.		Drawdown calculations supported in performance and risk reporting interfaces.
Tracking Error Measurement of deviation from a benchmark index.		Tracking error metrics available when benchmarking optimized portfolios.
Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc.		Risk/reward metrics, including Sharpe and Sortino ratios, are core analytical outputs.
Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics.		No information available
Beta Calculation Calculation of beta to major indices or custom benchmarks.		Beta calculations to major indices and custom benchmarks are available in the risk model component.

Custom Report Builder Ability to design and generate custom reports for stakeholders.		Custom report builder is available for client and internal reporting per feature documentation.
Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports.		Automated scheduled report generation is supported (asynchronous reporting pipeline described in product sheets).
Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc.		Data export options to Excel, PDF, and CSV are documented in Axioma user manuals.
Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively.		Product demo videos highlight interactive dashboard capabilities for portfolio visualization.
Benchmarking Tools Visualization of portfolio vs. benchmark performance.		Benchmarking tools for comparing performance relative to user-selected benchmarks are offered.
Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views.		Drill-down analytics, including holdings-level analysis, is standard in reporting UI.
Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures.		Regulatory compliance template support is referenced for MiFID and other frameworks.
Client Statement Generation On-demand or batch production of investor/client statements.		No information available
Branded Customization Support for client or firm branding in output documents.		No information available
Data Visualization Speed Time required to render large portfolio visualizations or dashboards.		No information available

Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others).		Integration with major market data providers (Bloomberg, Refinitiv) is frequently noted in case studies and integration documents.
Real-time Price Feeds Support for live security pricing updates.		Real-time price feeds are available where supported by client's data subscriptions.
Historical Data Coverage Access to deep historical prices, returns, corporate actions.		Historical price and return series retrieval is built into data handling workflows.
Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets.		Integration with alternative datasets, including ESG and sentiment data, is supported.
Instrument Coverage Breadth Number of securities/instruments supported.		No information available
APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically.		APIs for automated portfolio data import and export are described in developer documentation.
Custom Data Mapping Support for user-defined instrument or classification schemes.		Custom data mapping is possible as part of the flexible data ingestion pipeline.
Frequency of Data Updates How often database is refreshed with new data.		No information available
Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems.		Third-party OMS/EMS (Order/Execution Management System) integration supported for trade workflows.
Cloud Data Access Web-based, cloud storage, and remote-access options for data.		Cloud-based deployments and remote access supported via Qontigo cloud infrastructure.

Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level.		Time-weighted return calculations are fundamental outputs in the performance analytics suite.
Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods.		Money-weighted return (IRR/XIRR) supported in standard and custom performance reporting.
Gross and Net Performance Calculation of returns before and after fees/expenses.		Gross and net performance calculation enabled, with custom fee and expense settings.
Performance Attribution Ability to analyze sources of returns at various levels.		Performance attribution functionality supports both return and risk decomposition.
Custom Period Calculation Support for non-standard or custom time periods.		Users can select and analyze custom periods for portfolio return calculations.
Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years).		Rolling period analysis is available for multi-period return and risk reporting.
Multi-currency Returns Returns in base and local currencies, with currency impact analysis.		The portfolio optimizer supports multi-currency returns and includes currency attribution.
Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions.		Dividend, coupon, and income tracking are highlighted in cash flow analysis tools.
Peer Group Comparison Comparative returns versus peer group/fund category.		Peer group/fund category comparison tools integrated with benchmarking modules.
Speed of Performance Calculation Time required to compute returns over multi-year periods.		No information available

User Access Management Control permissions by team member role and portfolio.		User access management and role-based permissions available in enterprise deployments.
Version Control Track portfolio/model version histories and restore prior states.		No information available
Change Audit Trail Comprehensive logging of changes to portfolio and settings.		Change audit trails are available to track amendments to portfolios and optimization settings.
Collaboration Notes/Comments Internal note system and workflow tagging.		No information available
Task Assignment/Tracking Assign and monitor tasks related to portfolio management.		No information available
Notification & Alert System Customizable in-app or email alerts for key events.		The system features robust notification and alerting options, including compliance alerts.
Portfolio Sharing Share models/data securely with colleagues or clients.		Portfolio and scenario sharing functionality included, with secure transmission.
Approval Workflow Multi-stage approvals for allocation or trading decisions.		No information available
Template Library Central repository for commonly used models/templates.		No information available
Concurrent User Support Number of users who can work on portfolios simultaneously.		undefined Multi-user and concurrent access supported for team portfolio management.

Rule-based Compliance Engine Flexible creation and application of investment guidelines.		Configurable rule-based compliance engine is part of pre- and post-trade compliance workflow.
Pre-trade Compliance Checks Monitor guideline adherence before trades are executed.		Pre-trade compliance checking features allow guideline and regulatory compliance before execution.
Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches.		Ongoing monitoring of compliance breaches handled through built-in surveillance tools.
Automated Breach Alerts Automatic alerting when compliance rules are violated.		Automatic breach alerts are generated when compliance rules are violated, as detailed in docs.
Documentation Management Archive regulatory, legal, and guidelines documentation.		Supports document upload and archive for regulatory and legal documentation.
Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken.		Audit trail of compliance checks and actions accessible from the compliance module.
Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.).		Provides support for regulatory compliance across major jurisdictions such as UCITS, ESMA.
KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools.		KYC/AML monitoring and integration available through partnerships and platform integrations.
Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.).		Regulatory filing generation (for forms such as Form PF, N-PORT) is covered in regulatory modules.
Compliance Rule Capacity Maximum number of distinct rules or guidelines supported.		No information available

Customizable Workspace Personalize layouts, dashboards, and menus.		Product UI is highly customizable, supporting personalized layouts and dashboards.
Multi-language Support Availability of platform in multiple languages.		No information available
Mobile/Tablet Access Optimized interface for mobile or tablet devices.		Web-based platform accessible and optimized for tablet and mobile devices.
Accessibility Features Compliance with accessibility standards such as WCAG.		No information available
Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components.		Portfolio construction interfaces offer drag-and-drop tools for managing assets and constraints.
Navigation Speed Time to load or navigate typical screens.		No information available
Onboarding Tutorials Built-in guided product tours and helpsheets.		Onboarding tutorials and help documentation are provided via Qontigo Academy and guides.
Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks.		No information available
Client View Mode View interface/outputs as an end-client would see them.		Systems can generate client-ready presentations and dashboards for advisors/clients.
Bulk Editing Tools Efficiently edit or update many portfolio elements at once.		Bulk editing tools available for portfolio and constraint management.

Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission.		End-to-end encryption (at rest/in transit) is noted in enterprise security documentation.
User Authentication Methods Multi-factor authentication and SSO support.		Supports multi-factor authentication and SSO for user logins.
Backup & Restore Automated data backups and version restores.		Scheduled and on-demand automated platform backup and restore documented.
Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure.		Regular penetration testing reported as part of security audits.
Uptime SLA Service Level Agreement for uptime/reliability.		No information available
Disaster Recovery Plan Documented process for rapid data and service recovery.		Qontigo maintains a disaster recovery plan as disclosed in compliance statements.
Data Center Location Disclosure Transparency around physical and cloud hosting environments.		Physical or cloud data center information available to clients for transparency and regulatory purposes.
Concurrent Session Limit Number of simultaneous device logins permitted per user.		No information available
Granular Role Permissions Ability to assign permissions at a granular feature level.		Granular permissions can be assigned at team, portfolio, and feature levels.
Audit Logs Track all user/system access and platform events.		Comprehensive audit logs maintained for all key user/system activities.

Open API Access Full-featured APIs for integrating with internal/external applications.		Full-featured Open API for integration with other systems, per developer guides.
Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces.		Custom plug-in/extension capability is supported for analytics and UI modules.
Support for Python/R/Matlab Native support for popular programming and analytics languages.		Python supported for custom optimization and workflow scripting. Integration with R/Matlab possible via API.
Excel Integration Ingest/export data directly from/to Microsoft Excel.		Excel integration for both import and export of portfolio and risk data is well supported.
Webhook Support Event-driven notifications that can trigger external processes.		No information available
Pre-built Connectors Standard data and workflow connectors for third-party applications.		Pre-built connectors available for commonly used third-party systems and data sources.
Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules.		No information available
Code Library Sharing Central repository for firm or community-developed modeling code.		No information available
Integration Setup Time Average time to establish a connection with major external systems.		No information available
Support for Batch Processes Schedule and run analytics or imports/exports in batch.		Batch processing and scheduling are part of the workflow engine for reporting and analytics.

Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.).		Axioma Portfolio Optimizer is marketed for multi-asset support, handling equities, fixed income, alternatives, and more, as detailed on Qontigo's website.
Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift.		Product documentation describes automated and conditional rebalancing in response to market moves or drift.
Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.).		Comprehensive constraint capabilities are a highlighted feature—sector, region, ESG, liquidity per the product literature.
Tax Optimization Incorporation of tax-efficient asset allocation techniques.		Tax optimization is explicitly listed as a feature (inc. tax cost awareness in optimization).
Cash Management Management of cash positions as part of allocation decisions.		Cash holdings are supported as allocatable assets; system handles cash management as part of optimization.
Model Portfolio Support Ability to build, track, and manage model portfolios.		Model portfolios can be built, saved, tracked, and managed, as noted in the documentation and marketing materials.
Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes.		Scenario/what-if analysis is offered for stress testing and forward-looking allocation assessments.
Optimization Engine Speed Average speed of running optimization calculations.		No information available
Flexible Asset Universes Easily define, update, and manage the investable universe.		Users can create and modify the investable asset universe flexibly (across asset classes and custom universes).
Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.).		Supports selection of different optimization algorithms (mean-variance, factor-aware, Black-Litterman variants).

Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors.		Integrates with Qontigo risk models, enabling multi-factor and factor exposure analytics.
VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios.		Supports VaR (Value at Risk) estimation via integrated risk modeling.
Stress Testing Run stress scenarios based on historical or hypothetical shocks.		Allows stress testing through historical and hypothetical market shocks.
Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation.		Downside risk metrics (max drawdown, Sortino ratio, etc.) are included in risk and performance reports.
Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics.		Real-time portfolio risk monitoring and updating.
Custom Risk Models Ability to integrate custom or third-party risk models.		Custom or third-party risk models (including user-supplied) can be integrated.
Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached.		Supports alerts for breaches of risk or allocation limits.
User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets.		Explicit support for user-defined risk budgets during optimization.
Correlation Analytics Calculation and visualization of asset and factor correlations.		Offers asset and factor correlation analytics and visualizations.
Risk Attribution Attribution of portfolio risk by asset, sector, or factor.		Risk attribution is present, with breakdown by asset, sector, and risk factor.

Gross & Net Performance Calculation Support for calculating gross and net of fee returns.		Calculates both gross and net performance (net of fees) for portfolios.
Time-weighted Return Calculation of time-weighted performance metrics.		Product provides time-weighted return calculations.
Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR).		Money-weighted (IRR) return is supported for client reporting.
Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels.		Supports performance attribution at multiple (asset, sector, strategy) levels.
Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks.		Benchmark comparison (to custom and standard benchmarks) is standard.
Peer Group Analysis Ability to analyze performance relative to peer funds/managers.		Peer group analytics available for institutional users.
Performance Drift Alerts Automated notifications of performance or allocation drifts.		No information available
Periodicity Options Support for daily, monthly, and custom period return calculations.		Product supports daily, monthly, and custom calculation periodicity.
Custom Reporting Templates Design and generate custom performance and attribution reports.		Report templates, including custom ones, are supported.
Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance.		Alpha/beta separation is part of the risk and performance analysis.

Multi-vendor Data Feeds Support for ingesting data from major market data providers.		Supports leading pricing/market data providers; multi-vendor data feed integration confirmed in documentation.
Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds).		System provides look-through analysis to underlying assets, e.g., ETF constituents.
Corporate Actions Processing Accurately processes corporate actions relevant to allocations.		No information available
Data Quality Checks Automated checks for missing or erroneous data.		Automated data quality checks exist to flag errors/inconsistencies.
Data Latency Typical delay between data availability and system update.		No information available
Historical Data Coverage Length of available clean historical data for analysis.		No information available
User Data Import/Export Ability to import custom data sources and export data/results.		Can import/export user data, including custom scenarios and results.
APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.).		Comprehensive RESTful and Python API support for data access and automation.
Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors).		Centralized reference data and metadata management for assets and securities.
Auto Update Frequency Frequency of automatic data updates.		No information available

Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates.		Modern web UI designed for institutional clarity and efficiency.
Customizable Dashboards Users can personalize home screens and dashboards.		Users can customize dashboards and save personalized workspaces.
Multi-device Support System can be accessed via web, desktop, and mobile.		Web, desktop, and mobile access is offered for clients.
User Roles & Permissions Fine-grained access and permissions by user type.		Granular user roles and permissions are supported for institutions.
Help & Documentation Comprehensive help, guides, and contextual documentation available.		Comprehensive help documentation and contextual online guides available.
Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items.		No information available
UI Response Time Average time for UI page or report to load.		No information available
Accessibility Compliance Adherence to accessibility standards (WCAG, etc.).		No information available
Language Localizations Supports multiple language options for global teams.		No information available
Dashboard Widgets Availability of customizable dashboard widgets for key metrics.		No information available

Custom Report Builder Drag-and-drop or code-based custom report creation.		Custom report building supported with code-based and template-based tools.
Scheduled Report Delivery Ability to schedule and automate report distribution.		Scheduled and automated report delivery is supported.
Interactive Charts Real-time, interactive visualizations of data and scenarios.		Interactive charting with scenario overlays available in reporting interface.
Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis.		Drill-down analytics available from portfolio to asset level.
Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint).		Multiple export formats (PDF, Excel, CSV, PPT) supported.
Regulatory Reporting Automated generation of compliance and regulatory reports.		Automated regulatory report generation is available for compliance needs.
Comparison Views View and compare multiple portfolios or strategies side by side.		Product allows comparison of multiple portfolios in reporting modules.
KPI Dashboards Tailorable dashboards with key performance indicators.		Dashboards support KPI widgets configurable by user.
Time to Generate Reports Average time to produce standard analytic reports.		No information available
Templated Compliance Reports Prebuilt compliance and client-ready reporting templates.		Prebuilt compliance/client report templates available.

Order Management System Integration Native integration with OMS for seamless trade execution.		Product integrates natively with trade/order management systems.
External Portfolio Management Systems Interfaces with other portfolio or risk management platforms.		Provides APIs and data export for portfolio/risk system integration.
Data API Availability RESTful or web services APIs for data push/pull.		REST and web service APIs are supported for data push/pull.
Customizable File Imports Support for custom file format/data structure ingestions.		Product accepts custom file/data format uploads for batch ingestion.
Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems.		No information available
Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support.		Supports SSO (OAuth, SAML, Active Directory integration).
Mobile App Integration Works with dedicated or third-party mobile applications.		Works with Qontigo and third-party mobile apps as per product info.
Batch Data Upload Time Max time required to batch-upload large datasets.		No information available
Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions.		Portfolio data exports are compatible with accounting/custody solutions.
Plug-in Support Ability to extend capabilities via plug-ins or add-ons.		No information available

Data Encryption in Transit TLS or equivalent encryption for all transmitted data.		Confirms data encryption in transit via TLS as per security documentation.
Data Encryption at Rest Stored data is encrypted on disk.		Data encryption at rest is standard for the product/SaaS platform.
Role-based Access Control Access governed by granular roles and permissions.		Granular role-based access control is an advertised feature.
Audit Logs Detailed and immutable records of data and user activity.		Comprehensive audit logging is available for regulatory compliance.
Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001.		Qontigo/Axioma maintains SOC 2 accreditation and ISO certifications.
Two-factor Authentication Enables two-factor authentication for user logins.		Two-factor authentication for all user logins is standard.
Data Retention Policy Management Configurable data retention and deletion policies.		Product allows configuration of data retention and deletion policies.
Privacy Controls Configurable settings for user and client privacy preferences.		Supports user/client privacy controls and settings.
Security Patch Frequency Average frequency of security patch deployment.		No information available
Secure API Access APIs have robust authentication and authorization.		API endpoints require robust authentication/authorization per API documentation.

Concurrent Users Supported Max number of simultaneous users.		No information available
Portfolio Size Capacity Number of assets that can be handled in a portfolio.		No information available
Real-time Data Update Frequency Max frequency at which live data is updated and displayed.		No information available
Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs).		No information available
Cloud Deployment Option Supports cloud or SaaS deployment models.		Cloud/SaaS deployment is a key option for Axioma Portfolio Optimizer.
On-prem Deployment Option Supports on-premise or private cloud installations.		Also available on-premises or private cloud for enterprise clients.
Horizontal Scaling Can increase system capacity by adding more servers or nodes.		No information available
Load Balancing Automatically distributes processing or network demands.		No information available
Disaster Recovery RPO Recovery point objective for disaster scenarios.		No information available
Disaster Recovery RTO Recovery time objective for system restoration.		No information available

Client Portal Access Clients have secure access to custom portals for updates and documents.		No information available
Automated Client Statements Ability to schedule and send statements to clients without manual intervention.		Automated scheduled client statements supported for client communication.
Commentary & Insights Publishing Supports publishing manager commentary alongside client reports.		Managers can add commentary to client-facing reports.
Audit Trail for Client Interactions Tracks all communication and document exchanges with clients.		All client communications and reports include an audit trail.
Document Library Centralized, searchable library of reports and communications.		Document library provided with search and management capabilities.
Custom Branding Reports and communications can be white-labeled for different clients.		Supports custom branding for client-facing deliverables.
E-signature Integration Supports collection of electronic signatures when necessary.		No information available
Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients.		Supports real-time client notifications (e-mail/app).
Multilingual Client Materials Support for generating materials in multiple languages.		Multiple language support for client materials provided.
Secure File Transfer Securely send account information and reports directly to clients.		Secure file transfer capability for report and data delivery is standard.

24/7 Technical Support Provides around-the-clock customer support and troubleshooting.		24/7 technical support is offered to SaaS clients per Qontigo site.
Implementation Services Professional services for system setup and migration.		Professional implementation and migration services are included.
User Training Programs Offers comprehensive onboarding and advanced training for users.		User onboarding and training programs provided as part of standard offering.
Release Management Regular, predictable release cycles for new features and bug fixes.		Regular feature releases and bug-fixes—release management described on support site.
User Community Forums Vendor-maintained forums for user collaboration and support.		No information available
Client Account Manager Dedicated relationship manager for enterprise accounts.		Enterprise clients receive a dedicated client account manager.
Uptime Guarantee Percentage uptime as contractually promised.		No information available
Bug Resolution SLA Average time to acknowledge/resolve critical issues.		No information available
Third-party Integration Support Assistance with integrating the product with external tools.		Support services available for third-party tool integration.
Customer Satisfaction Score Average CSAT or NPS reported by clients.		No information available

Equity Asset Support Ability to support stocks, ETFs, and equity-based instruments.		Axioma Portfolio Optimizer is a multi-asset platform and covers equities (stocks, ETFs). This is confirmed by its documentation and public marketing.
Fixed Income Asset Support Supports government bonds, corporate bonds, and other fixed income instruments.		Axioma Portfolio Optimizer supports fixed income as part of its multi-asset class support, as documented on product materials.
Commodity Asset Support Support for commodity markets such as metals, energy, and agriculture.		Product documentation indicates support for commodities as an asset class.
Derivative Products Support Ability to handle options, futures, swaps, and other derivatives.		Supports portfolio optimization involving derivatives (options, futures), as per documentation and third-party reviews.
Private Assets Support Includes support for private equity, private debt, and real estate.		Axioma's optimizer supports private assets such as real estate and private equity, according to Qontigo's asset class matrix.
Alternative Investments Coverage Support for hedge funds, structured products, and other alternatives.		Structured products, hedge funds, and alternative investments are supported.
Cryptoassets Support Ability to handle cryptocurrencies and digital assets.		Recent product updates document support for cryptoassets as a portfolio component.
Multi-currency Capability Handles transactions and valuations across multiple currencies.		Axioma Optimizer enables multi-currency portfolios and calculations.
Geographical Market Coverage Provides access to developed and emerging market assets.		Product targets global clients and covers developed and emerging markets.
Custom Asset Classes Ability to define, model, and integrate custom or new asset classes quickly.		Axioma Optimizer allows for the modeling and integration of custom asset classes.

Model Portfolio Capabilities Creation and management of model portfolios for strategy replication and comparison.		Model portfolios are supported for comparison and replication.
Strategic and Tactical Asset Allocation Tools Enables both long-term (strategic) and short-term (tactical) allocation modeling.		Both strategic and tactical allocation tools are available.
Optimization Algorithms Availability of mean-variance, risk parity, Black-Litterman, and other optimization techniques.		Provides mean-variance, risk-parity, and Black-Litterman optimization and more.
Constraint Management Ability to set and handle investment constraints such as ESG, liquidity, or regulatory limits.		Constraint management (e.g., ESG, regulatory limits) is highlighted in all Axioma marketing.
Transaction Cost Modeling Includes modeling and minimizing transaction costs during optimization.		Explicit transaction cost modeling is a primary differentiator for Axioma.
Scenario Analysis Ability to test portfolio impacts of macro and microeconomic scenarios.		Product offers a scenario analysis engine for macro/microeconomic shocks.
Multi-period Optimization Supports optimization and planning over multiple periods/horizons.		Supports multi-period (multi-horizon) optimization.
Automated Rebalancing System can automatically generate or recommend rebalance trades.		Automated rebalancing is a core part of the product, per documentation.
Customizable Investment Rules User can define portfolio rules for construction and performance monitoring.		Investment rules for portfolio construction and monitoring can be defined in the tool.
Optimization Speed Speed to run a portfolio optimization calculation.		No information available

Value-at-Risk (VaR) Calculation Implementation of VaR and other tail-risk measurements.		No information available
Stress Testing Facilities to run stress scenarios and shocks (historical or custom).		No information available
Factor-Based Risk Analysis Analyses portfolio exposures to key underlying factors (e.g., style, macro, sector).		No information available
Liquidity Risk Assessment Tooling to identify and monitor liquidity risk at instrument and portfolio level.		No information available
Counterparty and Credit Risk Monitoring Tools to assess exposures and risk to trading counterparties.		No information available
Sensitivity Analysis (Greeks) Support for option sensitivity analysis (delta, gamma, vega, etc.).		No information available
Limit Monitoring and Alerts Ability to define and monitor risk limits, with real-time alerting.		No information available
Portfolio Risk Attribution Details the sources of risk contribution in the portfolio.		No information available
Scenario Calculation Speed Time taken to run a risk scenario on the full portfolio.		No information available
Coverage of Risk Models Number of risk models/frameworks available in-system.		No information available

Time-Weighted Returns Calculation Support for GIPS-compliant time-weighted return methodologies.		No information available
Money-Weighted Returns Calculation Calculates internal rate of return (IRR), useful for private assets and illiquid investments.		No information available
Attribution by Asset Class Ability to decompose performance by asset class (e.g., sector, security, factor level).		No information available
Multi-Currency Performance Decomposition of returns by currency source and FX effects.		No information available
Custom Benchmark Comparison Ability to compare against custom or blended benchmarks.		No information available
Peer Group Comparison Compares performance versus peer portfolios or funds.		No information available
Gross/Net of Fees Performance Tracks and reports both gross and net of management/performance fees.		No information available
Drill-down & Attribution Hierarchy Deep performance attribution down to security or custom groupings.		No information available
Performance Reporting Speed Speed to generate full performance reports.		No information available
Number of Attribution Models Supported Total different performance attribution methodologies available.		No information available

Axioma Portfolio Optimizer from Axioma (part of Qontigo)

Product analysis by function

Portfolio Modeling Software for Portfolio Management

Portfolio Construction & Customization (9 Yes /9 Known /10 Possible features)

Risk Analytics and Measurement (9 Yes /9 Known /10 Possible features)

Reporting and Visualization (7 Yes /7 Known /10 Possible features)

Data Integration & Coverage (8 Yes /8 Known /10 Possible features)

Performance Measurement (9 Yes /9 Known /10 Possible features)

Workflow & Collaboration (5 Yes /5 Known /10 Possible features)

Compliance & Regulation (9 Yes /9 Known /10 Possible features)

User Interface & Usability (6 Yes /6 Known /10 Possible features)

Security & Reliability (8 Yes /8 Known /10 Possible features)

Integration & Extensibility (6 Yes /6 Known /10 Possible features)

Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation

Core Functionality (9 Yes /9 Known /10 Possible features)

Risk Management (10 Yes /10 Known /10 Possible features)

Performance Measurement & Attribution (9 Yes /9 Known /10 Possible features)

Data Integration & Management (6 Yes /6 Known /10 Possible features)

Usability & User Experience (5 Yes /5 Known /10 Possible features)

Reporting & Analytics (9 Yes /9 Known /10 Possible features)

Integration & Interoperability (7 Yes /7 Known /10 Possible features)

Security & Compliance (9 Yes /9 Known /10 Possible features)

Scalability & Performance (2 Yes /2 Known /10 Possible features)

Client Communications (8 Yes /8 Known /10 Possible features)

Support & Vendor Strength (6 Yes /6 Known /10 Possible features)