Family Offices

Data-Driven Success for Family Offices

Preserve your wealth across generations by using the technologies of tomorrow. Integrate innovative data sources and experience the benefits of artificial intelligence.

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Features

Rethinking Family Wealth

Bring your family's wealth into the new age: Equipped with AI, alternative data and state-of-the-art infrastructure, we look after your family office and equip it with the latest technology to protect and grow your wealth. Invest responsibly to create wealth without negatively impacting nature, the climate or society.

Data

Data for over 70,000 stocks, ETFs, indices, and more. With alternative data such as ESG, sentiment or climate data, you can access even more data in the research process.

Automation

Automate your tasks, whether in the area of research or reporting. Save time on tedious tasks for your teams.

Analytics

Analyze your portfolios with the push of a button or integrate the Bavest infrastructure into your data pipeline to evaluate data even more efficiently. Visualize relationships and build internal tools on our infrastructure.

Coverage

Data-Driven Research

Let us build your own AI and data pipelines. Focus on your core business and the investment strategies of your family office while Bavest provides data and infrastructure in the background.

Quantitative Analytics

Use our existing infrastructure & automated processes to analyze your funds for their strategy orientation, allocation, metrics & more.

Sentiment Data

Our AI analyses social media and news in real-time and provides sentiment data for individual stocks and sectors and determines the largest fluctuations in your portfolio.

Reporting

Use our infrastructure and automate your reporting. Create charts and analyses automatically with our API or the Bavest gSheet plugin.

Portfolio Breakdown

We analyse the sector and country distribution and the allocation of your portfolio.

Carbon footprint, ESG & PAI Analysis

We analyse greenhouse gas emissions from your investments and provide ESG scores and PAI indicators based on your investment strategy.

Drawdown & Benchmarking

Calculate your fund's drawdown and compare yourself to other funds, ETFs, or indices.

bavest reporting engine

AI-based Automation for your Reports

Our reporting engine allows you to focus fully on your day-to-day business while we create highly professional reports for your wealth management. This engine offers institutional clients, private investors and your sales team the opportunity to gain and use in-depth insights. The spectrum ranges from classic performance metrics and evaluations to the integration of alternative data, which enable an in-depth analysis of your investments in terms of sustainability and ethics.

step 1

Data Collection and Preprocessing

First, we collect comprehensive data from various sources: financial data, news, social media opinions, climate data, investor relations reports and much more. We then sort the data and prepare it for our Bavest AI Engine.

step 2

Analysis in the Bavest AI Engine

After the data has been collected and prepared, it is automatically processed and analyzed using AI. From sentiment data to sustainability indicators, structured data is generated. Our Bavest AI engine recognizes important information in reports and can also extract it automatically. The data is then stored in our database.

step 3

Data Transfer & Analytics via the Bavest API

Once the data has been processed and analyzed, it can be accessed via the Bavest API. Portfolios can also be sent to our API, which then evaluate them fully automatically. Our servers are located in Germany. We use various standards to protect our and your data.

Warum wir

A Strong Technology Partner at
your Site

Single API-Solution

Get data and analyses from an API and save yourself the high maintance effort in your backend that you would have with various APIs.

Data on Demand

Do you need a special data point about a security and would like to receive it automatically via the API? We are in close contact with our customers and also provide additional data when required.

Simple Model

Only pay for what you really need. No complicated license contracts and transparent pricing.

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Work with Bavest

We are excited to get to know you. We will be happy to provide you with further details and an individual consultation.