Unlocking the Future of Financial Decision-Making with KidbrookeONE

The fully serviced home for all your investment and wealth analytics needs.

In today's fast-paced financial world, staying ahead requires not only insightful decision-making but also the right tools to ensure accuracy, efficiency, and consistency. Enter KidbrookeONE, an outcome-driven analytics and data management platform designed specifically for investment and wealth management. Our solution is engineered to mitigate operational, key-person, project, and model risks, providing a comprehensive, fully serviced home for all your investment and wealth analytics needs.

Unified Approach to Data and Analytics

KidbrookeONE is built on a unified approach to data and analytics, empowering investment and wealth managers to enhance cost-efficiency and operational consistency. By integrating financial planning and asset management into a coherent system, KidbrookeONE ensures that the quality and accuracy of advice or decision support remain uniform, whether delivered by human advisors or digital platforms. This structured model supports both customers and advisors with automation and decision-making capabilities, spanning investments, wealth management, life insurance, and pension journeys.

Investment and wealth management involve various types of data and analytics. KidbrookeONE meets these needs at multiple levels—descriptive, predictive, and prescriptive—ensuring comprehensive support for every stage of the financial decision-making process.

Descriptive, Predictive & Prescriptive Analytics

The descriptive analytics capabilities of KidbrookeONE allow for summarising end-customer portfolios, evaluating market and ESG performance, aggregating internal and external data, and curating investment universes. Through our API-driven approach, clients can automate these processes, achieving leaner and more efficient analytical workflows. This automation not only helps meet regulatory requirements but also informs stakeholders and reduces the operational risks typically associated with spreadsheet-based analysis.

The predictive layer of KidbrookeONE is designed to address the simulation and forecasting needs of modern financial experiences. Our economic scenario generator replicates all significant stylized facts across a broad range of financial assets. The unique balance sheet approach of KidbrookeONE offers unparalleled flexibility in modeling various use cases, from onboarding teasers to consistent omnichannel wealth journeys. This capability allows financial institutions to build accurate and reliable forecasts, enhancing their ability to plan and strategise effectively.

Prescriptive analytics is crucial for suggesting suitable courses of action based on available data. KidbrookeONE excels in this area, employing utility-based portfolio optimisation models to build client recommendations, next-best action suggestions, and regulated advice capabilities. Our solution is thoroughly auditable, down to individual assumptions, and granular enough to adapt to specific investment universes and house views. This ensures that the advice and guidance provided are not only accurate but also tailored to meet individual client needs.

High-Performance, Flexible Solution

Cloud-native and API-first, KidbrookeONE is a high-performance solution that empowers clients to create engaging, responsible, and robust financial experiences. We have tailored KidbrookeONE to prioritise what our customers value most: consistent information, assumptions, and calculations across all channels and customer experiences. The platform offers fast and scalable performance, enabling fully interactive experiences, reduced time-to-market for new initiatives, minimised model risk, and streamlined implementation processes.

Aligned with our vision of contributing to a world where educated financial decision-making is accessible to everyone, KidbrookeONE democratises sophisticated wealth analytics. By empowering financial institutions to provide informed and reliable financial advice or guidance, we contribute to a more financially literate and empowered society. KidbrookeONE stands as a testament to our commitment to making advanced financial tools available to all, ensuring that more people can make educated financial decisions.

KidbrookeONE is more than just a platform; it's a gateway to smarter, more efficient financial decision-making. By integrating comprehensive data and analytics capabilities into a unified, high-performance solution, we help financial institutions navigate the complexities of modern finance with ease and confidence.

Get in touch to learn more and see how KidbrookeONE can revolutionise your investment and wealth management operations, and join us in our mission to democratise access to sophisticated financial analytics.