The portfolio operating system
One place for the whole portfolio lifecycle.
Build, test, research, trade and monitor in one platform. The system proposes, a person approves, and every decision is recorded.
Z-Studio · Z-Sight · Z-Strike
The platform
Three workspaces. One record.
Research, construction and execution usually live in separate tools, stitched together by hand. In Zeton they share one record, so every decision can be traced from the idea to the trade.
Z-Studio· Build and proveWhere a strategy becomes a portfolio.
Design a model, test it against history and get back each client’s target portfolio, in one place, without writing code.
- Describe a strategy to Zee, or build it visually from named, checked steps
- Backtests that use only what was known at the time, with missing data called out, not guessed
- Versions you can save, branch and compare side by side
Z-Sight· ResearchResearch tied to what you hold.
Every company, fund and market carries a dossier with its data, its relationships, its signals and your own notes.
- See how news about one company reaches the holdings it touches
- Bring in your own documents and decide what enters your research
- Go back to any past date and see the world as it was then
Z-Strike· Put it to workFrom approved portfolio to the market.
Turn an approved allocation into a trade list, send it through your broker, and watch every portfolio against its target.
- Built for multi-broker connectivity; our Interactive Brokers integration is tested end to end
- Drift against target and proposed rebalances, ranked in one queue
- Nothing trades on its own: every order is released by a person
Personalization at scale
Every account, its own optimization.
Client rules are not exceptions handled by hand. Exclusions, a cap on any single holding, a limit on risk: each is checked on that client’s own portfolio, at every rebalance. Constrained clients stay in the program instead of being moved to “custom”.
K models.
N accounts.
N optimizations.
Sixty strategies cost the same to operate as twelve. The account, not the model, carries the personalization.
Zee · the AI in Zeton
An AI that proposes. A person who decides.
- It explains first.
- Zee writes your strategy back in plain English before it builds anything, and shows its sources.
- It says what it cannot do.
- When a request can’t be met, Zee says so, rather than quietly doing something else.
- It never acts on its own.
- Zee proposes and pre-fills. A person reviews and presses the button, every time.
What firms gain
We don’t sell better investment decisions. We make good ones affordable for every client.
Value through personalization
- Customization stops being an exception.
- Because every account is its own optimization, it is no longer handled by hand.
- Constrained clients stay in-program.
- Exclusions, low-basis positions and concentration limits are rules, not reasons to move an account out.
- A new segment becomes reachable.
- Personalized portfolios for accounts that were below the economic floor.
Value through operating efficiency
- One login, every portfolio.
- Each portfolio, its drift and its next optimization, in one place.
- Strategies in minutes, not quarters.
- Change the universe, the objective or a rule, and rerun the full history straight away.
- Audit-ready by construction.
- Named steps, versioned history and recorded approvals: any past portfolio can be reproduced.
What’s next
On the roadmap.
Tax-aware construction
Lot-level harvesting, tax-aware asset location and multi-year transitions, sequenced against a stated tax budget.
White-label for platforms
Zeton inside a TAMP’s or a wealth platform’s own frame, for every adviser on it.
A direct API
Zeton’s construction and optimization, called from a firm’s own systems.
See Zeton on your own book.
We’ll walk you through the platform with a model and clients that look like yours.