Most clients at an advisory firm get a model portfolio and a risk questionnaire, because no advisor has time to build the analysis a family office builds for a single family. GaltonKS closes that gap. Add a client’s portfolio, objectives, and wider financial picture, and our quantitative engine produces the risk profile and candidate strategies specific to that client, then keeps working as things change.

We build for the advisor, not around them. The engine computes every number, and the language model only explains it. Every output records its inputs, engine version, and data date, so you can show your work. We never trade or hold client money, and you decide how closely to follow what we surface.