Private banks & wealth managers
Add a stronger portfolio conversation to advisory workflows without replacing the client experience, CRM or portfolio system your teams already use.
Q72 Developer Platform
Put better portfolio decisions inside your platform.
Q72 gives banks, wealth platforms and investment technology teams a way to embed portfolio construction, re-optimization and validation without rebuilding the investment stack around it.
Optimization + Re-Optimization
New portfolios and existing holdings in one product surface.
Out-of-sample validation
A separate evidence layer for portfolio decisions.
Classic + Quantum
Two execution paths for different product needs.
Why Q72 exists
Your institution already has systems. The portfolio decision is the missing layer.
Investment teams rarely need another client-facing interface. They need a better way to turn a universe, mandate or existing portfolio into several comparable portfolio choices, test the evidence behind them and return a decision that can move back into the workflow.
Keep the client experience you already own.
Add portfolio intelligence behind it.
Give investment professionals a decision they can explain.
Institutional workflow
The value is not another screen. It is a better portfolio decision inside the screens your teams already use.
Portfolio choice
One mandate should not force one answer.
Q72 makes different portfolio construction approaches comparable in one place. The point is not to hide the differences. It is to make them visible enough for an investment professional to choose deliberately.
Illustrative portfolio comparison
Same mandate. Different portfolio answers.
01
Q72 Confidence Alpha
Comparable
02
Markowitz
Comparable
03
Risk Parity
Comparable
04
Black-Litterman
Comparable
Illustrative composition only. The public page does not expose portfolio inputs, calculations or proprietary model logic.
Re-Optimization
Start with the portfolio the client already owns.
New portfolio construction is only half the real-world problem. Re-Optimization lets a product start from existing holdings and surface the difference between the current portfolio and a new target, so the next conversation is about what should change rather than starting from zero.
Current portfolio context
Start from what is already held.
Decision-ready comparison
See what changes, not just the end state.
Illustrative re-optimization view
Current allocation vs target allocation
Current portfolio
A
38%
B
27%
C
16%
D
12%
E
7%
Re-optimized target
A
24%
B
21%
C
20%
D
18%
E
17%
Input
Existing holdings
Decision
Current vs target
Output
Rebalance view
Validation layer
Compare the portfolio and the evidence behind it.
Portfolio
Chosen allocation
Alternatives
Comparable methods
Evidence
OOS validation
Illustrative visualization. Historical validation does not predict future investment results.
Out-of-sample validation
Do not stop at an optimized answer.
Portfolio construction tells you what the model would choose. Validation adds a separate evidence layer so teams can compare the portfolio with its alternatives before the result becomes part of a client or investment decision.
Evidence alongside the allocation
The result is easier to challenge, compare and explain.
Comparable outputs
Different portfolio approaches can be reviewed on a consistent basis.
Built for financial institutions
The platform should fit the institution. Not the other way around.
PMS & wealth technology
Add portfolio construction, re-optimization and validation as embedded capabilities while keeping your own product, UX and commercial model in front.
Investment firms & platforms
Give investment teams more than one portfolio answer and a consistent way to compare the alternatives before a decision moves downstream.
Classic & Quantum
One product. More than one execution path.
Teams can build for the portfolio capability they need today and add a separately approved quantum-enhanced path where the product and use case justify it. The customer experience does not have to be rebuilt around the execution model.
01
Classic
Production portfolio intelligence for standard institutional integration use cases.
02
Quantum
A separately approved quantum-enhanced execution path for products that need it.
Institutional fit
Designed to sit behind your brand and your operating model.
No client-identifying data required
Q72 can operate as a portfolio intelligence layer without becoming the system of record for client identity.
Project-level access
Separate products and integrations can be isolated by workspace and approval.
Production by approval
Move from development into production when the integration and commercial scope are ready.
Documentation after sign-in
Technical contracts and implementation detail stay inside the authenticated Developer Portal.
Developer access
Build privately. Move to production when the institution is ready.
Technical documentation and implementation details are available after sign-in.