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Ai-driven software for equity structured product idea generation

Let our AI curate thematic stocks or index lists. Let our basket and product optimizer discover the iterations with both higher upside and lower bear market risk. Iterate across thousands of baskets and protections and maturities in seconds.

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Our Trusted Clients

“At Macro Wealth Advisors, we aim to maintain a 10-note portfolio across 10 thematic stock basket plays, looking for the best possible risk and reward. For thematic stock basket selection using screeners and manually choosing 10 baskets, we may end up with 6 out of 10 baskets issuers don’t want to price, and low coupons for the remaining 4. IVM has shown us a better way.”
“IVM uses AI-powered stock curation that matches the thematic criteria and is quotable by issuers. In IVM, we then optimize the thematic list to find the best coupons and protection balance. This process even assists us in regulatory audits by explaining why certain baskets were chosen over others.”
“Our clients care about maximizing upside and minimizing downside in a systematic way. Implementing the IVM solution has helped us do this by improving our note design process and significantly reducing the time involved from idea to executed trade. The learning curve for the IVM solution is not daunting and mastery was achieved in a reasonable timeframe.”
“We already have access to a multi-issuer pricer, but it doesn’t compare to the IVM solution. At first glance, IVM seems too good to be true, but the power of it is in the technology. This is AI making analysis possible that you always wished for. And now it’s here.”

President & Investment Advisor Representative at Macro Wealth Advisors

“We got comfortable using the software, it was easy using IVM. IVM allows us to have a more systematic framework for finding the most optimal investment. Previously, we were only choosing between the ideas our bankers presented to us, and frankly, we were guessing. We even tried using spreadsheets to value the options embedded in structured products. We tried to get pricing for similar options from other sources, but we were not super happy with that. Our volumes were really low because of it.”
“When reinvesting after a maturity or an auto call, I think it is kind of NONSENSE to just COPY/PASTE the product that was done before. With the tool set we used to have [before IVM], it was impossible to identify opportunities proactively. When our product expired, we just invested the proceeds elsewhere, like buying some stocks, and kept waiting for the right moment to enter the structured product market again, which is suboptimal from an allocation point of view. Our portfolio allocation was constantly shifting, and we couldn’t maintain consistency.”
“When sending the final reverse inquiry for auction, we asked our broker and the independent broker using IVM for quotes for a similar product, and the difference was surprising. We were expecting a difference of half a percent, but it was more than 2%, which is significant when speaking about low double-digit coupons. The benefit of working with independent brokers using IVM is super obvious.”

Chief Investment Officer at Social Discovery Ventures

“We trade mostly structured products on the broad indexes. Not stocks. An optimizer gives a number of diverse basket options with optimal coupons instead of manually just trying 1,2,3 baskets of index yourself. So you cannot use gut feel or some volatility screening to pick the optimal basket. You have to do the iteration work in an optimizer systematically. We like that in an optimizer you can optimize together with the basket every single parameter of the structured product and also the maturity. You just cannot do that manually. We already have access to a multi issuer pricer. But we like structured product distributors who can provide us access to optimization capabilities.”
Investment Analyst, PWM Advisors
“We value the real time, bank agnostic, independent pricing capabilities that IVM provides. We mostly use structured notes within a portfolio construction framework to implement for clients who have access to multiple brokers. IVM allows us to provide pricing independent of unknown distribution costs and seek best execution pricing with certainty.”
Portfolio Manager at Momentum Securities

Our Features

Precision Stock Curation, Simplified.

AI-Driven Curation for Optimal Strategies

IVM provides financial professionals with AI-curated stock and index lists for thematic plays, allowing easy selection before optimization:

  • AI curated thematic lists
  • AI powered rationale
  • Analyst consensus targets
  • AI negative news check
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Precision Optimization, Simplified.

AI-Driven Optimization for Superior Investment Outcomes

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IVM’s optimizer transforms your curated stock and index lists from thematic plays into data-driven analytics, finding structured product iterations with higher upside while minimizing risk. Unlike traditional approaches that focus on high volatility stocks without considering risk, IVM’s AI ensures balanced, strategic investment decisions aligned with your comfort zone.

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Precision Insights, Simplified.

AI-Driven Dashboard for Effortless Decision Making

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With IVM’s AI-driven dashboard, users benefit from the collective intelligence of countless iterations from features like stock curation and optimization. By learning from extensive user activity, IVM’s AI distills complex analyses into a simple, one-click thematic selection, allowing the users to effortlessly access optimized investment strategies literally in just 1 click.

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The IVM Markets Team

Our founders

Volodymyr Gubskyi
Ukrainian British, Co-Founder
Ildar Farkhshatov
Kyrgyz, Co-Founder and CTO

Management and operating team

Eric Glicksman
President
Justin Sangster
Commercial director
Nadia Kozyreva
Chief operating officer

+9 Developers with experience across cloud services, distributed systems, IT infrastructure, security, quantitative development and data scientists.


2 Commercial and Structured Products team

+2 Ops with experience across operations, finance and compliance.

Advisors

Nadia Gouné
Non-exec advisor, Structured product structuring
Nabil Aboulzelof
Non-exec advisor, Structured products trading
Mathieu Durocher
Non-exec advisor, Structured products Sales, Software Sales
Miguel Cacao
Non-exec advisor structured products
Amine Berraoui
Non-exec advisor B2B & Fintech
Simon Vine
Non-exec advisor

Our awards

See all
The Most Financial Service Trust
Revolutionizing Structured Product Investments
Top 5 Trading Solutions Companies in UK
Innovation Excellence Awards 2024
Generating Ideas and Optimizing Products

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