Core values
Core Values
The principles that guide how we build the product and support our users.
Translate complex investment information into clear, human language
Prioritize long-term decision-making over short-term noise
Help users define objectives that match their needs and constraints
Reveal what portfolios truly hold through deep exposure analysis
Translate complex investment information into clear, human language
Prioritize long-term decision-making over short-term noise
Help users define objectives that match their needs and constraints
Reveal what portfolios truly hold through deep exposure analysis
Features
Designed for Real People
Explore the tools that power the platform – from asset discovery to portfolio construction, exposure analysis, and modeling. Each feature is designed to help you make clearer decisions and stay focused on long-term outcomes.
Asset Search
User-friendly design for effortless navigation and usabilityUser-friendly design for effortless navigation and usability
Securities screener (Stocks, ETFs, Mutual Funds, Bonds)
Insider buying + Congress holdings tracker
Add custom assets (manual or imported)
Watchlists + peers/competitors tracking
Fundamental analysis tools + side-by-side comparisons
Smart Portfolio Construction & Management
Build portfolios from convictions, exposures, and rules—then keep them on track automatically.
Build a portfolio from scratch based on preferences and convictions
Create portfolios from target exposures + restrictions
Benchmark comparison (indexes, custom benchmarks)
Gliding path rules (risk, equity %, duration, etc.)
Drift detection + rebalancing notifications
Returns & Performance Analytics
Measure performance consistently across asset types—and understand what drove it.
Unified return calculations across all assets
Performance comparison across portfolios and benchmarks
Attribution vs. contribution analysis (what moved performance, and by how much)
Portfolio Exposures
See the portfolio “under the hood”—including true exposure through ETFs and layered classifications.
In-depth exposures review (region, sector, style, factors, duration, credit, etc.)
ETF look-through (direct + indirect ownership)
“What changes if…” exposure impact preview
AI-powered multi-angle classification
User-defined taxonomy layers (your own categories)
Portfolio Health
Understand portfolio resilience with clear metrics—credit, concentration, and risk signals.
Analyst-based + AI-driven health metrics
Custom benchmarking and scoring
Credit risk analysis (quality, spread, downgrade sensitivity, concentration)
Portfolio Modeling
Test ideas before you allocate—compare scenarios, backtest strategies, and forecast outcomes.
Hypothetical portfolio comparisons
Backtesting
Capital market assumptions (custom + public)
Return forecasting
Enterprise Features
Built for teams and client delivery—governance, reporting, integrations, and secure access.
Multi-client support
Custom reporting
Branded client-facing interface
Document repository
Reference fund management
Plug-in custom data sources
SSO access
Team
Empowering and strengthening your finan
Our platform provides advanced tools and insights to help you manage, grow, and secure your financial assets.
Contact
Get In Touch
Address:
85 Great Portland Street, 1st Floor, London, W1W 7LT, The United Kingdom
Email:
hello@bndigital.co
Phone:
+44 20 8123 0585
