Built by Investors, for Investors

Back in 2019, I was managing my own portfolio manually. Spreadsheets everywhere. Missing rebalancing dates. Spending weekends checking if my allocations had drifted too far.

There had to be a better way. So we built one.

What started as a personal tool evolved into something much bigger. Now, we help investors across Belgium automate the tedious parts of portfolio management so they can focus on strategy instead of spreadsheets.

Modern investment workspace with automated portfolio monitoring systems

The People Behind the Platform

We're a small team of investment professionals and automation specialists based in Sint-Niklaas. Everyone here has managed their own portfolios—and dealt with the same frustrations you probably have.

Lieven Verstraete, Investment Automation Director

Lieven Verstraete

Investment Automation Director

Former fund analyst who got tired of manual portfolio tracking. Built the first version of our automation system in 2019. Still codes when he's not meeting with clients.

Saskia Verbeke, Portfolio Optimization Specialist

Saskia Verbeke

Portfolio Optimization Specialist

Joined us in 2021 after managing institutional portfolios for eight years. She's the one who refined our rebalancing algorithms to actually work in real market conditions.

Plus Six More

Our development team, client support specialists, and compliance advisors. Everyone here invests personally using the same tools we build for you.

Automated portfolio rebalancing interface showing real-time adjustments
Investment tracking dashboard with performance analytics

How We Think About Automation

Investment automation isn't about replacing judgment—it's about removing friction. You still make the strategic decisions. We just handle the tedious execution.

When your target allocation drifts by 5%, our system flags it. When quarterly rebalancing comes around, you get a detailed report showing exactly what needs adjusting. No more calendar reminders. No more manual calculations.

We don't believe in black-box algorithms. Every recommendation comes with clear reasoning. You stay in control; we just make it easier.

Most of our clients still review everything before execution. That's exactly how it should work. The automation saves you hours of spreadsheet work, but you're always the final decision-maker.

Since 2020, we've helped over 400 investors in Belgium streamline their portfolio management. Some use us for simple rebalancing alerts. Others run complex multi-asset portfolios through our platform.

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