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What Exnet Delivers

Financial intelligence.
Continuously.

Deploy quant-driven agents that detect opportunities, monitor risk, and trigger actions across your existing financial systems — in real time.

Wealth Advisor — pre-emptive notifications and actions
ESG Risk — climate risk and ESG portfolio monitoring
Intelligence — interactive queries powered by Quant Intel
Engine — unified architecture from data to action
Signals — quant generated portfolio holding signals
Agents — AI agents end to end onboarding
Wealth OS — the operating system for wealth management
Quant / ML — AI back tests predict likely future outcomes
Retirement — retirement fund fee and risk transparency
Interoperability — traditional client onboarding vs Exnet agents

Specialised agents execute on prioritised signals

Each agent acts on ranked decisions — turning intelligence into execution across portfolios and workflows.

Pension Agent

Find missed contributions, fragmented pots, and consolidation opportunities across your client book.

Signals → Ranked → Actions
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Portfolio Health

Monitor portfolio drift, concentration, and risk — and trigger rebalancing actions before performance slips.

Signals → Ranked → Actions
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Tax Agent

Monitor tax-impacting events across income, investments, and contributions — ranked and ready to act.

Signals → Ranked → Actions
Try

ESG Health Agent

Identify ESG risks dragging portfolio performance and flag exclusion breaches.

Signals → Ranked → Actions
Try

Portfolio Builder Agent

Build risk-matched, execution-ready portfolios in minutes — not days.

Signals → Ranked → Actions
Try

Onboarding Intelligence

Convert new users with FCA-grade profiling — from goal to portfolio in one session.

Signals → Ranked → Actions
Try
LIVE SIGNAL OUTPUT

Signals ranked.
Actions ready.

Signals are scored, filtered, and prioritised using machine learning and quantitative models trained on years of market, portfolio, and behavioural data — then surfaced with sector dislocation context for execution.

SIGNAL SYSTEM
TOP SIGNALS
Action layer
Highest-priority opportunities ranked for action
TickerZSideConfidence
HTFB9.90SHORT99%
FOF5.57SHORT99%
BMI−4.85LONG99%
ANL4.72SHORT99%
STEL4.55SHORT99%
SECTOR DISLOCATION
Context layer
Where markets are most overextended or dislocated (Z-score across horizons)
Sector30D60D100D
Homebuilders−1.52−1.63−1.73
Closed-End Funds−1.31−1.73−1.90
Industrials−1.37−1.35+1.06
Specialty Chem−1.25−1.27+1.04
Steel & Metals−1.43−1.78−1.94

Most platforms stop at signals.
We operate through to execution.

SIGNAL ENGINE
Market · Portfolio · Behaviour
Signals Risks Quant Decisions Actions

Signals are detected across market, portfolio, and behaviour data.
Only statistically significant deviations surface.

Signals detected in real time
DEPLOYMENT

Where Exnet delivers value.

Pension & Retirement Systems
Turn member data into pension action.
Advisory Networks
Surface what matters across every client.
Wealth & Asset Managers
Prioritise signals across portfolios at scale.
Platforms & Infrastructure
Turn activity into decisions.
Exnet Intelligence Core
Signals · Risks · Quant · Decisions · Actions
Finaport Interactive Orion Tradestation Alpaca Swiss1 Azure Nvidia Finaport Interactive Orion Tradestation Alpaca Swiss1 Azure Nvidia

Connects to your stack.
Activates it.

Sits between data and execution — turning signals into actions.

Custodian APIs Schwab · Fidelity · Pershing
Portfolio Systems Addepar · Orion
CRM Salesforce
Open Banking Mastercard · Plaid
Decision Engine
Real-time · Per client · Per portfolio
Detects client-level signals
Scores impact per portfolio
Triggers next-best actions
Marcus Webb — Score 86
Portfolio drift detected → +$12,400 risk exposure
Rebalance equities −3.2% → Increase bonds +2.5%
Every signal mapped to a client outcome.
ExposurePortfolio drift, gaps
DecisionsClient-specific recommendations
ExecutionRebalancing, transfers
OversightPortfolio-level tracking

Your advisors have too many clients and not enough signals. Fix that.

Tell us your use case. We'll show you the agents that fit.

Talk to us about your use case →
What Exnet Delivers

Financial intelligence. Continuously.

From Signal to Action

Specialised agents execute on prioritised signals

Each agent acts on ranked decisions — turning intelligence into execution across portfolios and workflows.

LIVE SIGNAL OUTPUT

Signals ranked.
Actions ready.

Signals are scored, filtered, and prioritised using machine learning and quantitative models trained on years of market, portfolio, and behavioural data — then surfaced with sector dislocation context for execution.

SIGNAL SYSTEM
TOP SIGNALS
Action layer
Highest-priority opportunities ranked for action
TickerZSideConf.
HTFB9.90SHORT99%
FOF5.57SHORT99%
BMI−4.85LONG99%
ANL4.72SHORT99%
STEL4.55SHORT99%
SECTOR DISLOCATION
Context layer
Where markets are most overextended or dislocated (Z-score across horizons)
Sector30D60D100D
Homebuilders−1.52−1.63−1.73
Closed-End Funds−1.31−1.73−1.90
Industrials−1.37−1.35+1.06
Specialty Chem−1.25−1.27+1.04
Steel & Metals−1.43−1.78−1.94

Most platforms stop at signals.
We operate through to execution.

SIGNAL ENGINE
Market · Portfolio · Behaviour
Signals Risks Quant Decisions Actions

Signals are detected across market, portfolio, and behaviour data.
Only statistically significant deviations surface.

Signals detected in real time
Deployment

Where Exnet delivers value.

Pension & Retirement Systems

Turn member data into pension action.

Advisory Networks

Surface what matters across every client.

Wealth & Asset Managers

Prioritise signals across portfolios at scale.

Platforms & Infrastructure

Turn activity into decisions.

Exnet Intelligence Core
Signals · Risks · Quant · Decisions · Actions
Finaport Interactive Orion Tradestation Alpaca Swiss1 Azure Nvidia Finaport Interactive Orion Tradestation Alpaca Swiss1 Azure Nvidia
Integration

Connects to your stack.
Activates it.

Sits between data and execution — turning signals into actions.

Custodian APIs
Schwab · Fidelity · Pershing
Portfolio Systems
Addepar · Orion
CRM
Salesforce
Open Banking
Mastercard · Plaid
Decision Engine
Real-time · Per client · Per portfolio
Detects client-level signals
Scores impact per portfolio
Triggers next-best actions
Marcus Webb — Score 86
Portfolio drift detected → +$12,400 risk exposure
Rebalance equities −3.2% → Increase bonds +2.5%
Every signal mapped to a client outcome.
ExposurePortfolio drift, gaps
DecisionsClient-specific recommendations
ExecutionRebalancing, transfers
OversightPortfolio-level tracking
Get Started

Your advisors have too many clients and not enough signals. Fix that.

Tell us your use case. We'll show you the agents that fit.

Talk to us about your use case →