We help brokers, asset managers, private banks, and advisors design better risk-reward outcomes using derivatives — before execution. Personalized portfolio outcomes are already engineered with derivatives and structured products, but the decision process is still manual and trial-and-error. IVM provides a systematic, pre-trade framework that lets the buy side explore thousands of payoff variations, run full risk/return analytics, and produce compliance-ready investment rationales in minutes.
President & Investment Advisor Representative at Macro Wealth Advisors
IVM provides financial professionals with AI-curated stock and index lists for thematic plays, allowing easy selection before optimization:
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.
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.
+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.