AI-Native Risk Intelligence for Financial Institutions
Subtitle
Unify portfolio analytics with idiosyncratic risk detection. See weak signals early, quantify impact fast, and act with board-ready explainability.
Who This Is For
The Challenges We Solve
Fragmented portfolio views across desks and systems
Unified, real-time exposure and risk analytics in one platform
Idiosyncratic risks hidden until too late
Early-warning alerts with lead-time you can act on
Slow, manual response to risk signals
Proposal-driven decisions with pre-computed trade actions
Black-box models that fail governance review
Explainable, audit-ready outputs for board and regulators
Solution Overview
Two products, one unified platform for comprehensive risk intelligence
PortIQ
Unified portfolio analytics with real-time exposure decomposition, stress testing, and liquidity modeling. See every position through multiple lenses—factor, sector, geography, and custom hierarchies.
Learn moreNarrative → Math Bridge
PortIQ quantifies portfolio exposures. Epsilon translates idiosyncratic signals into actionable proposals. Together, they close the loop from early warning to board-ready decision.
Epsilon
Idiosyncratic risk detection engine that monitors name-level signals across news, filings, and alternative data. Surfaces weak signals early with explainable reasoning and proposed actions.
Learn more
Key Capabilities
Exposures & Factor/Regime
Decompose portfolios into systematic and idiosyncratic factors with regime-aware overlays.
Stress & Scenario Studio
Run historical, hypothetical, and reverse stress tests with full attribution.
Liquidity & Implementation
Model execution costs, capacity limits, and liquidation timelines under stress.
Idiosyncratic Risk Heartbeat
Continuous monitoring of name-level weak signals before they hit headlines.
Action Proposals
AI-generated hedge and rebalance recommendations with cost/benefit trade-offs.
Governance & Audit
Immutable decision logs, explainability packs, and MRM-ready documentation.
Use Cases by Institution Type
Banks & Broker/Dealers
- Counterparty and credit concentration monitoring
- Trading book stress testing with regulatory alignment
Insurers
- Asset-liability mismatch detection and hedging
- Solvency II / RBC capital impact analysis
Asset Managers
- Portfolio-level idiosyncratic risk attribution
- Mandate compliance and drift alerts
Custodians
- Multi-client aggregate risk reporting
- Operational and settlement risk monitoring
KPI Framework
Measure success with metrics that matter to your stakeholders
Drawdown Delta
Reduction in max drawdown vs. benchmark
Stress-Loss Reduction
Avoided losses in historical stress replay
Alert Lead-Time
Days of warning before idiosyncratic events
Precision & Recall
Signal accuracy and coverage rates
Action-to-Approval
Time from proposal to executed trade
Implementation Slippage
Cost savings vs. naive execution
Explained Variance
Model transparency and attribution coverage
Workflow & Integration
Data Sources
Connect your OMS, data warehouse, Bloomberg, Refinitiv, FactSet, and proprietary feeds via REST or file-based ingestion.
Systems
SSO integration, downstream API for risk dashboards, automated report distribution, and alerting via email/Slack/Teams.
Deployment Modes
Cloud overlay (SaaS), private cloud, or on-premises VPC deployment. All modes support full functionality with your data residency requirements.
Security & Compliance
SSO & MFA
Enterprise identity integration with multi-factor authentication
Encryption
AES-256 at rest, TLS 1.3 in transit
Data Residency
Regional deployment options for regulatory compliance
Audit Ledger
Immutable logs of all queries, decisions, and model runs
MRM Support
Documentation and validation packages for Model Risk Management
Getting Started
Two paths to validate value before full deployment
Shadow Pilot
Run PortIQ and Epsilon in parallel with existing systems. Compare outputs, validate alerts, zero operational risk.
Overlay Pilot
Integrate with live data feeds. Generate real proposals and governance packs. Measure KPIs against current stack.
Frequently Asked Questions
Ready to elevate your risk intelligence?
Join leading financial institutions using PortIQ and Epsilon to detect risk earlier, act faster, and explain with confidence.
