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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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?

Suitability Insights

Why is this bond classified as higher risk than that equity — what drives the difference?

Suitability Insights

Is the portfolio still aligned with the client's loss tolerance?

Suitability Insights

Which positions are closest to breaching suitability rules?

Suitability Insights

If the client's risk profile drops one level, which positions become non-compliant?

Suitability Insights

After an FX shock, does the client still meet their risk constraints?

Suitability Insights

Do structured products materially increase the client's risk beyond their label?

Suitability Insights

If markets fall sharply, does the portfolio breach the client's maximum acceptable loss?

Suitability Insights

Is the client's risk class stable across different market conditions?

Suitability Insights

Does a proposed trade push us into a suitability breach?

Suitability Insights

Can we clearly explain to an auditor why this product has its current risk classification?

Suitability Insights

Can we show how embedded leverage affects the client's risk level?

Suitability Insights

Does rebalancing actually improve suitability, or only make it look better?

Suitability 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.

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

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.