LENSELL and AlphaQuark Partner to Deliver Next-Gen Portfolio Optimisation
LENSELL is delighted to announce a powerful strategic integration between the Australian-based company and AlphaQuark, a leading all-in-one platform for SEBI-registered financial advisers across India.
AlphaQuark will incorporate LENSELL’s cutting-edge portfolio analysis and optimisation features directly into its platform. This integration gives Research Analysts (RAs) and Registered Investment Advisors (RIAs) in India the tools to make faster and more informed asset allocation decisions and drive better outcomes for their clients’ wealth. This partnership is designed to equip AlphaQuark's users with the next generation of quantitative investment intelligence.
Key Features of the Integration
The integration provides two critical new features that enhance portfolio management and asset allocation for advisors:
1. The Portfolio Universe Diagram
Gain a completely new level of visual insight. This powerful graph shows the expected risk-return portfolio position for a given asset allocation, against thousands of other potential risk-return positions for the same set of holdings.
2. Optimal Allocation Calculation
LENSELL's technology moves beyond traditional mean-variance optimisation by enabling advanced goal-driven mathematical optimisation. This means users can calculate and compare tens of portfolio scenarios in minutes, and select the one that precisely matches their investment goals.
The Impact for AlphaQuark Users
This strategic integration delivers powerful benefits for financial professionals leveraging the AlphaQuark platform:
Create Model Portfolios for Scalable Strategies: Users can now craft strategy templates that reflect their firm’s investment philosophy. They can deploy them across client segments, streamline onboarding, and ensure consistency in every portfolio they manage.
Efficient Frontier Insights: AlphaQuark users can unlock exclusive ways to map portfolios on the Efficient Frontier. This enables them to present strategies to their clients that balance risk and return with enterprise-grade sophistication.
Integrate Seamlessly: This new capability integrates into AlphaQuark’s smart workflows, automating a deeply complex function with a click of a button. Users can scale sophisticated strategies without increasing manual effort.
By integrating the LENSELL’s technical APIs into their platform, AlphaQuark demonstrates their commitment to adapting to an increasingly tech-driven investing future, ensuring their users are always equipped with the most advanced, high-impact investment tools available to serve their clients confidently.
About LENSELL
Lensell Group Pty Ltd, ACN 646 467 941, trading as LENSELL, is a Corporate Authorised Representative of Foresight Analytics & Ratings Pty Ltd ( Australian Financial Services Licence No. 494552). LENSELL provides cutting-edge investment technology solutions for investment professionals and wealth management firms. Its platform offers advanced data science and AI tools for building, analysing, and optimising diversified portfolios across multiple markets. LENSELL’s applications, including Diversiview, TableBits, Polairis, as well as the LENSELL Global Marketplace provide deeper insights for enhanced investment outcomes. Diversiview, TableBits and Portfolio Universe are all registered trademarks of LENSELL. Visit website here: https://lensellgroup.com/
All information provided by LENSELL is intended for general informational purposes only, and it does not consider one’s individual financial circumstances or personal goals.
About AlphaQuark
AlphaQuark is an Indian comprehensive financial services ecosystem that integrates multi-channel communication (email, SMS, Telegram, WhatsApp), personalized investment recommendations, portfolio management, research delivery, and transaction execution into a single platform. It combines advisory capabilities (model portfolios, baskets, recommendations) with brokerage execution, research infrastructure, and portfolio analytics - where each service generates data that enhances the others. The platform supports multiple revenue streams: one-time transaction fees, recurring subscriptions for advisory services, and premium offerings like model portfolios and research reports. Essentially, it's building the complete infrastructure for a digital wealth management business with both B2C and potential B2B applications.
