Thresholds Rebalancing

What is it?

A portfolio is rebalanced whenever any asset's proportion of the total portfolio rises or fall by x% compared to the tracked strategy.

The client's portfolio is therefore rebalanced when his assets deviate from their target by more than x% so that the client is realigned with the strategy he is supposed to track.

Hosting Design & Choices

• Entirely cloud-based (Amazon Web Services and Azure)
• Easy to switch (ex: Amazon Web Services to Aliyun)
• Microservice architecture
• Auto-scaling based on demand using Cloud PAAS
• Microservices deployed and scaled independently

portability and localization

• Front-end has a card system which enables us to port things very easily according to the country or business requirements
• Our back-end is white-labelled by default and is used across our different products
• An emphasis on flexibility has been made so that it is very easy for us to implement new features and functionalities

8 Securities Api gateways

• All our microservices have an documented API Gateway
• The API Gateways have been designed so that it is very easy for any developer to consume the APIs
• This enables us to easily integrate with other businesses.