ScalAx
Optimize complex portfolios with institutional-grade precision, advanced risk analytics, and scalable performance powered by the Axioma optimization engine.
Why Firms Choose ScalAx
Modern optimization built for speed, flexibility, and enterprise-scale portfolio management.
Massive Scale
Optimize tens of thousands of portfolios simultaneously using advanced grouping capabilities designed for large-scale advisory and institutional environments.
Faster Processing
Accelerate optimization workflows with parallel processing and distributed computing that significantly reduce end-of-day operational bottlenecks.
Risk Precision
Leverage institutional-grade risk analytics and optimization powered by the industry-leading Axioma optimization engine and risk model.
Strategy Control
Configure sophisticated objectives, constraints, penalties, and priorities tailored to unique investment strategies and mandates.
Flexible Models
Import, customize, and manage risk models, classifications, and data structures without disrupting existing workflows.
Cloud Ready
Deploy as a cloud-based, containerized, or standalone solution to support evolving technology and infrastructure requirements.
Built for Complex Portfolio Management
ScalAx delivers advanced optimization, institutional risk analytics, and scalable processing for complex portfolio management.
Multi-Account Optimization
Optimize portfolios across accounts, households, and customized portfolio structures tailored to each client's investment and organizational requirements.
Advanced Constraint Management
Apply exposure, trading, holding, tax, and compliance constraints across portfolios with precision.
Objective-Based Portfolio Construction
Balance risk, return, taxes, and transaction costs using weighted optimization objectives.
Enterprise Reporting
Generate comprehensive optimization reports with trade summaries, risk analytics, tax outcomes, portfolio insights, and batch-level optimization results.
Proposal Generation
Create customized proposals for prospects, including transition analysis reports that clearly illustrate portfolio optimization opportunities and investment trade-offs.
Proven Performance at Scale
Solving the Challenges of Modern Portfolio Management
As firms grow, portfolio complexity increases. ScalAx helps advisors and investment teams overcome operational and investment management challenges.
Scaling Portfolio Operations
Manage thousands of accounts efficiently without increasing manual workload or operational complexity.
Maintaining Consistency
Apply optimization objectives, constraints, and investment policies consistently across every account and household.
Managing Investment Risk
Integrate sophisticated risk models and analytics to support better-informed portfolio decisions at scale.
Institutional Optimization Without Compromise
Create highly customized optimization frameworks using objectives, penalties, constraints, and hierarchical rule structures. ScalAx enables firms to reflect real-world portfolio requirements while maintaining optimization efficiency and control.
Weighted Objective Functions
Balance returns, risk, taxes, and transaction costs according to strategic priorities.
Flexible Data & Model Management
ScalAx provides the flexibility needed to support evolving investment processes and data environments.
Powered by Axioma Risk Models
ScalAx integrates with Axioma's Domestic and Worldwide risk models, supporting both fundamental and statistical model types. This enables sophisticated risk analysis, portfolio optimization, and institutional-grade investment decision-making across diverse portfolio strategies.
Supported capabilities include:
Scale Faster. Optimize Smarter. Manage Complexity with Confidence.
Transform portfolio construction, risk management, and optimization workflows with a platform built for modern advisory firms and investment institutions.