Built for financial advisers

Portfolio optimisation,
intelligently reimagined

Evizor is a next-generation portfolio rebalancing model that empowers financial advisers to construct and maintain optimal client portfolios with precision and confidence.

Request early access See how it works
Portfolio overview
Live optimisation
Sharpe Ratio
1.84
Expected Return
+9.3%
Volatility
5.2%
Current portfolio
Optimised portfolio
Asset allocation
Equities 38%
Fixed income 24%
Alternatives 18%
Real assets 12%
10×
faster rebalancing decisions vs manual analysis
360°
view across asset classes and risk factors
Reasoning
Evizor explains every rebalancing recommendation in plain language — so you always know the reasoning behind each change
Backtests
Validate strategies against decades of historical market data before committing a single client dollar
What Evizor does

Built for the demands
of modern advisory

Evizor combines quantitative rigour with an adviser-first workflow — giving you the tools to act decisively and serve clients with confidence.

Efficient frontier optimisation
Automatically identify the optimal risk-return tradeoff for each client's portfolio constraints and objectives.
Intelligent rebalancing
Tax-aware rebalancing recommendations that align with client mandates automatically.
Risk factor analysis
Decompose portfolio risk across factors and exposures to ensure clients are never overweighted to hidden concentrations.
Scenario modelling
Run historical stress tests across past market crises — GFC, COVID, dot-com and more — to see exactly how a portfolio would have performed.
Client-ready reporting
Generate clear, professional reports that communicate portfolio decisions and rationale in plain language for clients.
Compliance-ready audit trail
Every recommendation is logged with its rationale, giving advisers a clear, auditable record of all portfolio decisions.
How it works

From inputs to
optimal outcomes

Evizor takes the complexity out of portfolio construction — so you can focus on the client relationship, not the spreadsheet.

1
Define client parameters
Input the client's risk tolerance, investment horizon, liquidity needs, and return objectives.
2
Evizor runs the optimisation
The model constructs the efficient frontier and identifies the portfolio that best matches the client's mandate.
3
Review and act with confidence
Approve recommendations, generate client-facing reports, and maintain ongoing monitoring with real-time alerts.
Efficient frontier
Risk (volatility) Return Optimal Current
Frontier
Optimal portfolio
Feasible portfolios
Early access

Ready to optimise
every portfolio?

Evizor is currently in early access for financial advisers.
Join the list to be among the first to use the platform.

No spam, ever. We'll be in touch shortly.