For Self Directed Investors and Advisors of a Financial Institution Institution hosts its Order Management System that integrates with Tradelytics via APIs. Institution designs the Pilot with an objective of Crowdsourcing the research of Investment Products to build Portfolios. In the process they also discover smart analysts who would stick with them in long run to assist in research and analysis. Smart Pilot Users (analysts) will gain by building and advertising systematically verifiable research capabilities to Wealthy Investors and Hedge Funds who could benefit from their skills. Here are some of the scenarios for Organizations. - Hedge Fund wants to crowdsource research of Value and Growth companies in certain Sectors and Industry.
- Financial Institution wants to build an ETF to stimulate growth for certain Objective and hence wants to discover, test and continuously improve Bucket Sizes and Composition by crowdsourcing the research and analysis of available Universe.
- A wealthy hands-on investor would like to outsource research and analysis as well as leverage Tradelytics for systematic risk and performance assessment.
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