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June 22, 2018

Wealthify taps Moody’s Analytics to support decision making

UK-based online investment platform Wealthify has chosen Moody’s Analytics Wealth Scenario Generator (WSG) to support investment decision making processes for clients.

WSG, a modelling engine, has been integrated into the robo-adviser’s platform and will offer likely financial outcomes depending on clients’ investment style and investment level.

According to the vendor, these traits of WSG will enable investors to gauge the balance between risk and return more effectively.

Moody’s Analytics senior director of wealth and pensions solutions Phil Mowbray added: “Ensuring that an investor understands the relationship between risk and return in the investment options available to them is critical for making sound investment decisions. Our solutions allow risk and return to be presented in terms of investing outcomes that are meaningful to the customer.”

Wealthify co-founder and CIO Michelle Pearce added: “Our decision to work with Moody’s Analytics was driven by their comprehensive modeling and technology offering. Their solution provides the robust economic assumptions required for our value projections, which are a key component of our user journey.”

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