MantaWealth

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MantaWealth by MantaRisk is a next-generation portfolio management platform built for wealth managers, financial advisors, and institutional portfolio managers. It augments traditional portfolio management with a sophisticated layer of strategic and tactical risk management, delivering higher portfolio performance per unit of risk. Exposure Analysis: Go beyond reference data with our factor-based analysis: gain a precise understanding of your portfolio’s exposure across sectors, geographies, currencies, and custom risk factors. Rebalancing: Our non-linear optimizer helps you construct and mass-rebalance portfolios with institutional-grade precision. Configure for risk minimization, model portfolio tracking, or maximum diversification - with full constraint support across asset class, geography, sector and individual holdings. Performance Attribution Analysis: Clearly identify the true drivers of portfolio performance using our advanced Brinson-Fachler and Hierarchical attribution models. Precisely quantify allocation, selection, and interaction effects to easily pinpoint what worked -and what didn’t - enabling informed strategic decision-making. Stress Testing: Test portfolios against historical market shocks or hypothetical scenarios. Evaluate how allocations would have performed during crisis, helping you build more resilient portfolios from the outset. For institutions requiring deeper integration, MantaWealth is fully accessible via a REST API, allowing teams to embed portfolio analytics, optimization, performance attribution, and stress testing directly into their existing workflows and systems. The API supports custom instrument reference data, private assets, and derivatives alongside standard linear instruments.