We believe every individual is unique. You have unique goals and values. You deserve portfolios that are personalised to you individually. Piocaro harnesses the power of analytics intelligence to automatically construct and personalise your portfolio of stocks and bonds in minutes.
Smart Portfolio
Automatically constructs a well-diversified portfolio of bond ETFs, international and domestic stocks that is personalised for your goals, values and risk tolerance.
Custom Indexing Portfolio
Automatically constructs a custom indexing portfolio using individual stocks in your chosen benchmark index that is personalised for your goals, values and risk tolerance.
Retail Investor
With Piocaro portfolio automation the power to personalise your investment portfolio is at your finger tips. You now can construct and personalise a custom indexing portfolio or a well-diversified portfolio of bonds and stocks in minutes.
Financial Adviser
Leave the portfolio construction to us so you have more time to do other important things: Spend more time with your clients and more time building your business.
With Smart Portfolio and Custom Indexing Portfolio you can increase your client satisfaction and build trusting, lifelong relationships.
See what else you can do with Piocaro
With disruptive innovations, we strive to make investing easy, simple and personalised specifically for you whether you do it yourself or with your financial adviser.
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Stock Analytics
Identify a good company from mediocre ones and determine its fair value.
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Fund Analytics
Analytics with intuitive charts to compare funds so you can make intelligent decisions about which ETFs to choose or avoid.
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Custom Indexing Portfolio
Personalise a stock portfolio using individual securities in your chosen benchmark index in minutes.
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Smart Portfolio
Automatically construct and personalise a well-diversified portfolio of stocks and bonds in minutes.
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Portfolio Optimiser
Construct and optimise portfolios from your hand-picked securities list
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Portfolio Analyser
Analyses an existing portfolio and helps you visualise where the portfolio stands compared to other alternative allocations.
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Asset Correlation Heatmap
Visualise the correlations across your securities and identify the ones that benefit you the most from diversification.
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Risk Tolerance Assessment
Assess and quantify your risk tolerance so you can make an intelligent risk-return trade-off decision.
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Financial Adviser Dashboards
An essential tool to delight your life-long clients and meet the Know Your Customer compliance