Creso Deep-Dive: AI-Driven 10-Metric Scoring Models and White-Label Platforms for Wealth Advisors
Wealth advisors manage client trust. But in a fast-moving market, compiling research, analyzing fund performance, and presenting professional proposals can take hours. Modeled after Creso, we engineered a multi-tenant AI-Advisory Suite that transforms how mutual fund distributors (MFDs) construct portfolios.
1. Automated AI Fund Scoring (10-Metric Model)
Instead of relying on basic return percentages, we engineered an AI algorithm that evaluates mutual funds across 10 key metrics in real-time:
- Sharpe Ratio (Risk-adjusted return)
- Treynor Ratio (Market risk adjustment)
- Jensen's Alpha (Outperformance relative to benchmark)
- Standard Deviation (Volatility)
- Beta (Sensitivity)
- Expense Ratio (Direct fund costs)
- Portfolio Turnover Rate (Management activity)
- Maximum Drawdown (Downside protection)
- Rolling Returns (3-Year & 5-Year windows)
- AUM Consistency & Fund Manager Tenure
Our system runs these calculations using secure data pipelines, outputting a clear AI Score (out of 100) for every Indian mutual fund.
2. Key Platform Features
Complete White-Label Domain Mapping
Independent advisors can instantly map their custom domain (e.g., 'invest.advisorname.com') and apply their corporate brand kit (logos, brand colors, custom headers). Our dynamic CSS variables rebuild the client dashboard instantly, providing a premium, fully customized client experience.
External Portfolio Analysis (CAMS CAS Parsing)
Clients often hold legacy investments outside an advisor's distributor ARN. We built an intelligent PDF Parser that extracts holdings from Consolidated Account Statements (CAS) uploaded by clients, immediately categorizing them into equity, debt, and hybrid assets.
Automated GST-Aware Commission Tracking
Indian MFDs handle complex commission structures. We developed a real-time ledger that reconciles mutual fund AMC payouts, deducts broker splits, adjusts for GST compliance, and compiles direct-deposit brokerage reports.
3. Results & Impact
- 30-Second Proposals: Advisors construct and download co-branded mutual fund comparison PDFs instantly.
- 65% Improved Closing Rates: Clear, visual Sharpe ratios and rolling returns help investors make informed decisions quickly.
- Unified Family Views: Multi-PAN aggregation consolidates an entire family's wealth into a single, clean dashboard.
Empower your advisory firm with high-end analytics and seamless portal engineering. Get in touch with Anu InfoTech Solutions to build your white-label platform.