01
Sharper analytics
Return, risk, and factor analytics presented so advisors and clients see what drives the portfolio at a glance.
Bring your advisory work into focus.
CT one turns the analytical depth behind every mandate into a clear digital workspace, built for confident client conversations and well-grounded decisions.
- Live in under 2 weeks
- White-label ready
- Hosted in Germany
Product
Strong advisory work starts with clear analytics.
Family offices and wealth advisors continuously refine the strategic asset allocations behind each client mandate. What matters is translating that analysis into a conversation the client can act on.
CT one makes that work visible: a focused digital surface for analytics, comparisons, and optimization proposals — without the spreadsheet detour.
Capabilities
Analytics, optimization, and reporting in a single workspace.
02
Peer benchmarking
Benchmark each mandate against a relevant peer group and surface the deviations worth a conversation.
03
Forward simulation
Monte Carlo and scenario analytics project plausible outcomes across the horizons your clients care about.
04
Allocation optimization
Markowitz and risk-parity engines turn an existing allocation into actionable rebalancing proposals.
05
Client-ready reporting
Export the key analyses as a polished two-page PDF report, ready for the next client meeting.
06
Trusted data foundation
Consistent data models, clean asset classes, and fully auditable calculation logic under the hood.
Onboarding
In production in under two weeks.
We set up the data model, asset classes, user roles, and reporting workflows for you. After launch CT one continues as a licensed product, with maintenance, updates, and support included.
Deeper customization, custom branding, and full white-label deployment are available on request.
01
Setup & data model
We configure asset classes, data sources, and user roles together with your team.
02
Workflows & reporting
Reporting templates and approval steps are tailored to the way your firm already works.
03
Go-live & enablement
Team onboarding, handover, and ongoing support are all covered by the fixed engagement fee.
04
Optional white-label
Custom branding, a dedicated domain, and bespoke tailoring on request.
Contact
Ready to give your advisory work the platform it deserves?
In a focused 30-minute walkthrough we will run CT one on an allocation of your choice.