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AI-powered Control Module
A tested starting point for ai-powered control module reduced repeated setup work.
We built a practical FinTech solution combining live market data, automated portfolio rebalancing, and traceable compliance records. The project delivered 18% Tax Value Lift and 99.9% Drift Accuracy.
Trusted by teams building ambitious products
high-net-worth (high-net-worth) asset management platform requiring continuous, non-custodial portfolio oversight.
AI Architect + Quant Engineer + DevSecOps Lead embedded within the Investment Strategy unit.
Transitioning from batch-based rebalancing to automated, signal-driven asset optimization.
A practical solution designed around the client’s existing tools, teams, and day-to-day workflow.
The client relied on older End-of-Day batch processing to identify portfolio drift. During periods of high market volatility, portfolios remained outside of target allocation for up to 18 hours, resulting in tracking error and missed tax-optimization windows.
The biggest issues were tracking error, tax inefficiency, and growth limit. The team needed a faster, clearer way to manage the work while keeping the right checks in place.
Portfolios were drift-corrected once per 24 hours, leading to intraday variance.
Agents monitor drift in live use use use use use use, executing corrections within moments of a threshold breach.
Tax-loss harvesting was a manual administrative task performed 4 times a year.
Agents continuously harvest losses at the optimal moment, maximizing the tax-shield for high-net-worth clients.
System slowed down as the number of clients grew, increasing rebalancing delay.
Cloud-based nodes spin up dynamically to handle market surges across millions of portfolios.
Direct integration with custodian APIs using pre-warmed connections to eliminate execution lag during volatile windows.
Automated decisions are traceable back to the exact market signal, ensuring 100% clear regulatory evidence.
The AI calculates complex wash-sale scenarios across multi-custodial accounts to ensure no tax credits are invalidated.
Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.
A tested starting point for ai-powered control module reduced repeated setup work.
Reusable work for tax value execution module let the team focus more time on the client’s specific needs.
This made it easier to add market monitoring platform without rebuilding common foundations.
A tested starting point for finops safety controls reduced repeated setup work.
A straightforward before-and-after view of what changed for the team and their customers.
Automated harvesting captured intraday volatility opportunities that were previously missed by batch systems.
Continuous monitoring reduced the time portfolios spent outside of target allocation by 92%.
Automatic workflow ensures trades are placed before market conditions shift against the client.
Coretus transformed our platform from a management tool into a mathematical engine . Our agents harvest losses 24/7 with a level of accuracy that humans simply can't match. We’ve effectively eliminated the rebalancing lag for our entire client base.