Our multi-disciplinary team with many years of experience in the financial sector, helps organizations to find new sources of value and enable businesses to create the products, services, customer experiences and business models of the future
We optimize for your sales process with solutions that work and look good.
Develop scalable and cloud enabled solutions at speed and scale
Achieving business outcomes by turning data into actionable information
Experience Design is not visual design! It’s about to create the right experiences
The founders of the joint venture cover all the relevant competencies and specialist areas.
Many years of professional experience with major clients and projects in the financial sector guarantee a professional and efficient implementation of your solutions.
Our network of well established consultancy and IT firms allows us to give you a headstart in experience and development speed.
With our extensive financial and technological know-how we create web applications and solutions for the financial sector.
Financial advisors are looking for a regulatory compliant, efficient and easy-to-use solution to support their product sales. At whestec we create web applications that guide advisors and investors through the various steps of the investment process, explaining risks, benefits, and product specifics in an application that is easy to use, but doesn't miss out on the important regulatory details.
With our combined experience in finance and web development we can support your organization in creating the web experience, that helps investors and advisors to understand investment opportunities and risks. For more complex products we can even embed Monte Carlo based simulations and optimization services.
In an increasingly complex environment of financial products, regulations, and taxation it is even more important to have a comprehensive and clear view and understanding of your investment portfolio. At whestec we create web-based solutions to present investment portfolios, making it easier for investors and financial advisors to understand historical P&L and allow them to deduce the right actions to optimize future performance.
We produce modular concepts that exactly suit your requirements and visualization needs, whith a foucus on responsives and optimizations for multiple devices. A tight integration of market data and portfolio information allows the analysis of future portfolio positions.
At whestec we strive to create a modular architecture that allows clients to create customizable and individual solutions without having to go through the whole development process. With this head-start we can create custom add-ons or modules to satisfy the very specific needs of our clients and create solutions and are unique.
By using a standard and world class technical infrastructure, our technological basis is solid and doesn't suffer from the lack of stability that often comes with technologies that evolve on a daily basis.
Concentrated Intelligence for actionable enironmental, social and governance (ESG) insights
Until now, intelligent real-time analysis of ESG and SDG data was beyond the resources and capabilities of most organizations. CadDo is a turnkey solution, that makes your own individual ESG-strategy work by turning all your raw (ESG?) data into concentrated Intelligence: concise, clear and actionable. Whether you are an investor, corporation or financial institution, we deliver the metrics you need to make responsible investment decisions.
CadDo connects data and performs complex integrations in the Cloud. It has the calculating power to transform and align data structure and content, turning every task into a fully managed, automated workflow.
The platform collects data to calculate metrics and make insights available in real time. It does so by defining and modeling metadata and relationships to create a manageable way to derive valuable insights. Just as importantly, it ensures that all data remains current and compliant with every legislative change.
Direct ESG Scores can only be calculated for base securities (equities, bonds etc.). But portfolio management is much more complicated. Portfolios often consist out of more than just base asset classes.
CadDo provides the functionality to go down through the layers of a security, to the base security and roll back up to a portfolio-level ESG score. It provides meaningful ESG scores on the entire institutional fund value, funds-under-management and individual fund-values or even by the individual investor.
The CadDo platform provides an investment-grade ESG index score right out of the box. This is seamlessly combined with any other index or measure to create a truly holistic view. Everything from institutional holdings by portfolio through to individual investor can be dynamically managed and modelled by entity investment value on a real-time basis for ESG and financial performance.
This means that at any given point, you can report – in real-time – on the entire institutional fund value and ESG score for funds under management, individual fund values or ESG scores by the individual investor.
Although raw ESG data is delivered by a multitude of data-provider and/or your own investment office, continuous maintaining this data and turning it into actionable Intelligence aligned with your ESG model is often very costly and reusable interpretation requires extensive resources.
CadDo delivers a system with which models, scenarios can be built in days, not in months. You do not even need to ask your IT-department for the implementation. The automation of the complete process saves your organisation valuable time and money.
A cloud service for complex financial and ESG Calculations, provides a central repository for the calculations that drive insights and deliver an ideal basis for setting up different and individual models, scenarios and simulations. With the CadDo platform even complex models, scenarios and simulations can be built in days – not in months.
The reports and metrics the platform creates are easy on the eye, presented in a clear easy to understand user-friendly format. Reports and dashboards can quickly be adapted to meet with your individual needs and requirements.
CadDo runs on Microsoft Azure, and is fully ISO/SOC compliant. This enables all of our clients to benefit from our on-going application investment as well as future advances in Microsoft Azure.
CadDo is an end-to-end solution, offered on a Software as a Service (SaaS) basis. For enterprise clients, we provide a REST API which can be used to integrate platform data into external systems. Alternatively, the platform ESG data can be used for suitability testing in an advisory situation.