A true picture of investment risk.

Edgelab shows what's really happening inside the investments, so every decision becomes easier to make, explain and trust.

Hidden risk
Made visible
Demo

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260K+
Risk drivers modeled
600K+
Instruments analyzed daily

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With Evooq Wealth, you create client-ready, fully compliant proposals in minutes — delivering a higher standard of advice at scale.

100K+
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Edgelab delivers portfolio advisory insights, suitability compliance and portfolio construction with accuracy beyond traditional factor models.
Supporting teams from single offices to worldwide booking centers
J.P. Morgan
UOB
DBS
Banca Zarattini & Co.
NBK Banque Privée
Maerki Baumann & Co.
Advisory

Raise the standard of every client conversation

Walk in client meetings relaxed. Edgelab brings clarity that quiets the nerves. Instant stress tests, what-ifs and simulations run directly on the portfolio, so whatever a client asks, you already have the answer. Hard questions stop being hard – they’re just questions.

Turn risk into a story people actually get. Risk can be abstract. Goals make it real. Edgelab shows the likelihood of reaching client outcomes and how each decision shifts the path. Explain changes in plain language – from a clear overview to deeper insight into exposures, shocks and scenarios.

Offer more asset classes with confidence. Most Advisors stick to a small product set because the risk impact is unclear. Edgelab changes that. You see exactly how any instrument, even complex ones, changes the portfolio before you suggest it. With visibility in place, you can safely reach for better opportunities for your clients.

See what others miss. Portfolios smooth things up, especially when structured products are involved. Edgelab brings that hidden behavior to the surface. You can inspect full payoffs, back-test proposals against past markets and run targeted stress tests to find strengths and vulnerabilities early, before they impact.

Create better proposals, faster. Edgelab helps you create proposals by calculating the exact trades required - what to buy, what to sell and in what weight. Client objectives, requirements and preferences are all respected, while staying within bank guidelines.

Stay steady when others don't. When markets move, everyone panics. You won't. Edgelab shows what changed, where it came from and what needs attention. A few quick simulations and you know the next step. While others react late, you lead the conversation with clarity.

Don't worry about suitability. Remembering every rule shouldn't be your job. Edgelab shows instantly whether an investment fits the client's profile before and after a trade, with clear reasons when something doesn't. So you can focus on the client, not on compliance anxiety.

Portfolio management

Make investment decisions without blind spots.

Build portfolios that hold up under pressure

You can replay crises, apply shocks, back test and see how the portfolio bends under pressure. Full repricing exposes weak links before they turn into losses. You see how diversification actually works, where hedges help or fail, and what survives in the tails. The resilience becomes real, not theoretical.

Reveal the real impact of options and other derivatives

Structured products often hide their real behaviour. Edgelab makes it obvious: payoffs, paths, convexity, barrier risks, tail sensitivity, scenario impacts. You finally see their true contribution to risk, hedging and correlation.

Stay on top of risk as it moves

When something moves, you know instantly what caused it and why. Attribution, exposures, themes, tail risks, offsets — all clear in seconds. You see where risk is building, what's drifting, and what needs attention now. While others react late, you steer early with clarity and control.

Compliance

Know everything is under control and off your mind.

Classify every product by its true behaviour. Structured products, options, funds, exotics… can all be covered for suitability checks. Edgelab runs one coherent methodology for the entire product universe, so a risk rating of '3' is comparable across all products regardless of the product type. It's stable, explainable and aligned with MiFID II, FIDLEG, HKMA, MAS.

Grade portfolios precisely. Edgelab uses one consistent methodology from individual instruments to the full portfolio, producing a realistic risk grade — concentrations, correlations and tail risk included. You get a clear view of portfolio risk and how it aligns with the client’s profile.

Spot breaches before becoming problems. You set the rules for suitability - regulatory or your own standards - and Edgelab helps enforce them everywhere pre- and post-trade. Drift, breaches, profile mismatches and risk shifts surface instantly, not during an audit.

Apply your rules everywhere, automatically. Set the rules once - who can buy what, in what size and under which conditions. Use Edgelab to make everything that depends on them run automatically - from proposal creation to monitoring and reporting. The same constraints guide every calculation, without extra work.

Global risk view

See risk the same way everywhere you look.

Unify client risk view across mandates. Clients hold portfolios across advisory, discretionary and execution-only. With Edgelab, all mandates run on one methodology, so you see a complete, aligned view of each client's total holdings — and clients receive one consistent version of risk across every mandate.

Keep every booking center in sync. When booking centers use the same Edgelab methodology, calculations behave identically everywhere. The same positions produce the same exposures, the same stress reactions, and the same structured-product behaviour. Local differences disappear.

See one version of risk across the whole bank. With consistent methodology across mandates and booking centers, risk aggregates cleanly. Exposures, concentrations, tail risks, and cross-region dependencies line up into a single picture. Committees spend less time aligning numbers and more time acting on them.

Edgelab helps you answer these questions. And more.

Risk Analytics
What's really driving risk in this portfolio right now?
Risk Analytics
Are we more exposed to equity, rates, spreads, FX — or something not obvious?
Risk Analytics
Why did we make or lose money today — what actually explains the move?
Risk Analytics
Are there any positions behaving differently than expected?
Risk Analytics
If USD drops 10%, what's the expected hit to the portfolio?
Risk Analytics
What happens if correlations jump to crisis levels?
Risk Analytics
How much diversification do we actually have when markets get stressed?
Risk Analytics
If inflation spikes again, which positions start working against us?
Risk Analytics
If credit spreads widen sharply, what's the likely near-term P&L?
Risk Analytics
What's our realistic worst-case loss in a severe market move?
Risk Analytics
Which holdings contribute most to extreme downside, not just volatility?
Risk Analytics
Which products look diversified but actually add concentrated risk?
Risk Analytics
Are we unintentionally taking a macro tilt across the book?
Risk Analytics
Do any exposures behave differently depending on how markets move?
Risk Analytics
Which risks are we not monitoring but should be?
Risk Analytics
How sensitive are our results to model assumptions?
Risk Analytics
Are we confident the risk numbers are consistent across booking centers?
Sustainability Insights
Why is this bond classified as higher risk than that equity — what drives the difference?
Sustainability Insights
Is the portfolio still aligned with the client's loss tolerance?
Sustainability Insights
Which positions are closest to breaching suitability rules?
Sustainability Insights
If the client's risk profile drops one level, which positions become non-compliant?
Sustainability Insights
After an FX shock, does the client still meet their risk constraints?
Sustainability Insights
Do structured products materially increase the client's risk beyond their label?
Sustainability Insights
If markets fall sharply, does the portfolio breach the client's maximum acceptable loss?
Sustainability Insights
Is the client's risk class stable across different market conditions?
Sustainability Insights
Does a proposed trade push us into a suitability breach?
Sustainability Insights
Can we clearly explain to an auditor why this product has its current risk classification?
Sustainability Insights
Can we show how embedded leverage affects the client's risk level?
Sustainability Insights
Does rebalancing actually improve suitability, or only make it look better?
Sustainability Insights
If this case were reviewed later, could we demonstrate that recommendations were in the client's best interest?
Portfolio Construction
What's the simplest change that reduces downside the most?
Portfolio Construction
If we want to cut risk but keep income stable, where should we adjust?
Portfolio Construction
What's the most cost-effective way to reduce drawdown?
Portfolio Construction
If volatility rises meaningfully, which parts of the portfolio struggle first?
Portfolio Construction
If we add this product, what extra risk are we actually introducing?
Portfolio Construction
Which holdings no longer add value and could be reduced?
Portfolio Construction
If we need to de-risk by a specific amount, which sells minimize performance impact?
Portfolio Construction
How do we shift from growth to value without increasing overall risk?
Portfolio Construction
Which assets genuinely diversify us today — and which don't help in stress?
Portfolio Construction
Are we relying on diversification that disappears when markets turn?
Portfolio Construction
Where are we paying for complexity without getting real benefit?
Portfolio Construction
Which alternatives offer better downside protection without sacrificing too much upside?
Portfolio Construction
Does this hedge actually work in the scenarios we care about?
Portfolio Construction
Is the portfolio more complicated than it needs to be for the risk budget?
Goal-based Projections
What's the probability the client can meet their objective with their current plan?
Goal-based Projections
Are the return expectations realistic or too optimistic?
Goal-based Projections
How sensitive is the plan to a few bad years early on?
Goal-based Projections
If inflation stays elevated for a decade, does the plan still work?
Goal-based Projections
If markets are weak or flat for several years, does the client remain on track?
Goal-based Projections
What happens if the client stops working for a period?
Goal-based Projections
How much risk can we remove without meaningfully harming the likelihood of success?
Goal-based Projections
Is the client taking more risk than needed to reach their goals?
Goal-based Projections
Which investment improves the certainty of achieving goals the most?
Goal-based Projections
Under tougher market conditions, when does the portfolio risk running out?
Goal-based Projections
What's the probability the client will need to reduce spending later?
Goal-based Projections
If we rebalance or re-optimize today, which goals meaningfully improve?
Risk methodology

Most risk models cut corners. We don't.

Most models simplify the world to keep computation manageable. Edgelab takes the harder path to reflect reality. A clearer picture doesn’t guarantee success – but it improves the odds.

Edgelab doesn't force markets into a fixed set of factors. Each instrument is assessed on its own real risk drivers, however many that takes. Equities, bonds, funds, options, structured products – each is repriced on these drivers using a specific model.

Markets don't move in straight lines. Derivatives, structured products, complex bonds and other time-dependent instruments never have. Edgelab fully reprices every instrument under every scenario, so time, barriers, convexity and path actually matter. Even for brand-new instruments with no history yet, you still get analytics on how they truly behave.

Risk changes with the regime. Calm markets and crisis markets are not the same. Edgelab adjusts to historical data to reflect today's conditions. Quiet periods are inflated when markets are violent and crisis periods are scaled down when markets calm down. That way you avoid false confidence before trouble and false fear after it.

Validated by experts whose job is to question how we assess risk
EY

Reviewed our process independently
for a global bank - now a client.

J.P. Morgan

Evaluated our methodology during
vendor selection and chose us.

All the complexity stays with us.

1.5bn calculations
After sunset
Edgelab re-prices every instrument
in < 6 hours
Before sunrise
Your entire universe, freshly computed
0.5 seconds
When you ask
Answers appear, as everything is ready

Edgelab is built as a cloud-based computation engine that absorbs the complexity before it ever reaches your desk. We source the market data ourselves. We run the full set of calculations overnight. By the time your morning starts, the hardest work is already done.

Plug & play wherever you wish. In a fraction of the usual time.

What gets better when you move to Edgelab.

Some correlations were hiding.
They are less shy now.

Lower total cost of ownership
One click, instant answer
Risk view that reflects reality
We handle all the complexity

Raise your standard.

See what's really happening inside the investments.

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