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Professional services

Flow Intelligence as a Service

Our team blends quantitative research with practical portfolio experience to deliver clear, timely insights. Choose from modular analytics or a full-service partnership to track capital movement, frame macro narratives, and translate trends into action.

analytics team reviewing investment flow charts
  • Straightforward deliverables: dashboards, briefs, and alerts
  • Secure data handling and clear documentation
  • Flexible engagement: monthly or project-based

Core Capabilities

Flow Analytics

Normalized datasets track net inflows and outflows across equities, fixed income, FX, and commodities. We blend exchange prints, mutual fund and ETF flows, and options metrics to surface true liquidity direction.

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Macro & Sector Trends

Scorecards combine momentum, breadth, and surprises in growth, inflation, and policy. Output: concise positioning views by region and sector with probability-weighted scenarios.

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Portfolio Signals

Crowding and liquidity metrics flag asymmetry in positions. Alerts validate entries, inform sizing, and monitor drawdown with clear guardrails.

Methodology

Engagement Models

Analyst Access

Weekly briefings, dashboards, and ad-hoc questions. Ideal for lean teams needing quick, reliable answers and a second set of eyes on market moves.

  • Curated flow highlights
  • Lightweight integration
  • Email notes and charts

Full Stack

Hands-on collaboration with custom indicators, backtests, and workflow integration. For teams that want tailored signals and transparent code.

  • Bespoke data pipelines
  • Versioned notebooks
  • Secure delivery options
What data coverage is included?
We cover global equities, fixed income, FX, and commodities with regional and sector splits. Datasets include exchange activity, fund flows, futures positioning, options activity, and macro surprise indices.
How are signals constructed?
Signals combine normalized flows, breadth, momentum, and volatility-adjusted overlays. We document inputs and weights so you understand sensitivities and behavior in different regimes.
How is content delivered?
Delivery options include a secure web dashboard, scheduled emails, and file drops (CSV/Parquet). For full-stack clients we support private repositories and notebook sharing.

Compliance & Security

We follow strict data handling standards and maintain audit trails for releases. Access controls, encryption in transit and at rest, and least-privilege practices protect your information. Content is research and analytics, not investment advice.

Controls
RBAC • Versioning • Reviews
security lock illustration for data protection

Ready to move faster? ✨

Tell us about your coverage list and decision cadence. We will propose a workflow that blends automated dashboards with analyst context.