Our Solutions

Strategies & Indexes

Capabilities
Alpha Vee combines deep financial knowledge with a best-in-class software platform that enables us to build, analyze and test equity investment models .

Strategies & Indexes
Click here to see a select list of our strategies.
Licenses to use the Index as the underlying value for derivative instruments are issued to stock exchanges, banks, financial services providers and investment houses.
We have strategies available through the following direct indexing
platforms: Smartx, Smartleaf, C8 Technologies.

Custom Index Services
Alpha Vee has developed a comprehensive software platform that can take an
investment idea, model it, test it and apply it to any type of investment instrument.

SaaS Solutions


Alpha Vee is a Fintech company with a proven team of software developers with strong financial knowledge.
Our software platform is robust and user friendly. Users include individuals, asset
managers, financial and academic researchers and RIAs. They use our tools to gain access to clean financial data wrapped by a state-of-the-art engine.
45,000 global securities, Point-in-time history with ratios, hundreds of factors,
aggregates, EOD Pricing, and more.
Intuitive tools for ranking systems, screens, risk vs. return analytics, and an automated trading system. Ability to backtest a system using your real-world assumptions.


See a quick demo of our software

Research

Alpha Vee's software and indexes are backed by unique fundamental research.

Alpha Vee's Co-Founder Moshik Kovarsky met with Julie Cooling, Founder & CEO, RIA Channel to discuss his fundamental momentum strategy.


Alpha Vee is very different in the way it takes fundamental data and applies a top-down approach to create a market risk adjustment, sector risk investment and stock selection adjustment.

Who We Serve

Our indexes, customized or off-the-shelf, are designed for advisors looking for investment strategies on various TurnKey-Asset- Management Platforms (TAMPs). Currently available through the following platforms:
Smartx, Smartleaf, Virtue Capital Management, BX partners.
Alpha Vee offers a calculation and dissemination process through our partner network.

We create institutional quality indexes, customized through a collaborative process with the product development team and PMs. We support the complete lifecycles of index creation, maintenance, ETF launch and after-market activities including calculation and dissemination of the index.
Alpha Vee offers a calculation and dissemination process through our partner network.

We create institutional quality indexes, customized through a collaborative process with the product development team and PMs. We support the complete lifecycles of index creation, maintenance, ETF launch and after-market activities including calculation and dissemination of the index.

State-of-the-Art technology with 45,000 equity securities, hundreds of factor sets, backtesting of portfolio scenarios. Risk on/Risk off indicators. User friendly system for streamlined work flow. 

All strategies can be deployed as actively managed products. Our strategies are wrapper agnostic. 

Our Partners

CBOE

CBOE

Cboe Global Markets, Inc. (Cboe), are defining markets to benefit all participants. Unique among global exchange operators in their capability to drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions

Smartx

Smartx

SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).

American Century Investments

American Century Investments

More than a half century ago, an innovator named Jim Stowers, Jr. founded a small asset management firm in his one-bedroom Kansas City apartment. His vision was to create a company dedicated to integrity, performance and service all focused on one objective: helping investors reach their financial goals.

Morningstar

Morningstar

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry. The firm also provides software and data platforms for investment professionals, including "Morningstar Direct" and "Morningstar Advisor Workstation”.

Smartleaf Asset Management

Smartleaf Asset Management

SAM (Smartleaf Asset Management LLC) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale. SAM is an SEC-Registered Investment Advisor that leverages Smartleaf Inc. software to provide unified managed account (UMA) rebalancing and trade execution services.

Virtue Capital Management

Virtue Capital Management

Virtue Capital Management is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients. 
Every model does not fit every client. Virtue Capital Management, stress client-centric financial planning, one client at a time. The industry standard for Registered Investment Advisors is thoroughly researched financial planning: At Virtue Capital Management, this standard is their starting point.

Fossil Free Solutions

Fossil Free Indexes

Fossil Free Indexes is a performance- and mission-driven investment manager focused on developing and managing pragmatic climate-aligned strategies. Our rules-based approach to portfolio construction is designed to capture alpha from thematic sustainability trends and support responsible investment principles over long-term market cycles.

Boutique Exchange

Boutique Exchange

Provides a virtual meeting place where Boutique Managers and Research Providers can introduce their strategies, market research, pedigree and analytical tools to Advisors, Planners and Family Offices.

C8 Technologies

C8 Solutions

Established in 2017 in London by Mattias Eriksson and Dr. Ebrahim Kasenally, previously partners and senior executives at BlueCrest Capital Management – one of the largest global alternative investment management firms. C8 combines decades of investment research, trading and technology experience.

Alpha Vee Solutions Ltd

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