Professional Investment
Tools That Help You Generate Alpha

integrated software and data solutions built for investment professionals. Access
institutional-grade analytics, backtesting and direct indexing all in one platform.


1
Connect Your Data

Integrate with your existing TAMP or import your portfolio data. Our platform works with all major providers.

2
Model & Backtest

Test your investment ideas using our powerful analytics engine. Run scenarios across 45,000+ securities.

3
Deploy & Monitor

Execute your strategy with automated trading and ongoing risk monitoring. Stay informed in real time.

Focus on What Matters Most

Spend less time on data management and more time generating alpha

Save Hours Every Week

Automated workflows eliminate repetitive tasks so you can focus on finding investment opportunities.

Make Confident Decisions

Institutional-grade data and analytics give you the insights needed to act with confidence.

Reduce Portfolio Risk

Advanced risk analytics and real-time monitoring help you stay ahead of market volatility.

Scale Your Practice

Manage more portfolios efficiently with automated rebalancing and custom index maintenance.

For Individual Investors

Retail investors making investment decisions for personal accounts and/or those of direct dependents

For Asset Managers

Users managing equity assets as part of a regular course of business

For Education

Professors, Students, and Educational institutions classroom usage

For Researchers

Users creating research as part of a regular course of business

For Compliance

Centralizes critical data, documents decisions, automates alerts, and creates clear audit trails—helping compliance officers monitor risk, ensure adherence, simplify regulatory reviews and reduce liability risk.

Customer Service

Providing service teams instant client insights, model transparency, and alerts—enabling faster responses, clearer explanations, and more consistent, client communication.

A Trusted Platform

Your firm builds trust with personalized service and strong results. Alpha Vee helps you scale that success efficiently, driving growth and expanding asset opportunities.

One Platform,
Many Capabilities

Your firm builds trust with personalized service and strong results. Alpha Vee helps you scale that success efficiently, driving growth and expanding asset opportunities.

Scalable Account Growth

With millions of accounts already managed for top clients, Alpha Vee lets your firm expand effortlessly and without limits.

Flexible Oversight

Balance operational autonomy with robust risk management through automated workflows and compliance oversight.

Unified Advisor Dashboard

A unified advisor dashboard enables seamless review, planning, and action—delighting clients while delivering on your commitments.

Flexible Oversight

Balance control and risk with streamlined workflows, rules, and compliance monitoring.

Enterprise Platform Modules
All integrated for you

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Our Solutions

Software Solution

Alpha Vee is a Fintech company with a proven team of software...

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Strategies

Alpha Vee combines deep financial knowledge with a best-in-class...

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Research

Alpha Vee's software and indexes are backed by unique fundamental..

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Software Solution

Alpha Vee is a Fintech company with a proven team of software developers with strong financial knowledge.Our software platform is robust and user friendly. Users include individuals, assetmanagers, financial and academic researchers and RIAs. They use our tools to gain access to clean financial data wrapped by a state-of-the-art engine.45,000 global securities, Point-in-time history with ratios, hundreds of factors,aggregates, EOD Pricing, and more.Intuitive tools for ranking systems, screens, risk vs. return analytics, and an automated trading system. Ability to backtest a system using your real-world assumptions.

See a quick demo of our software

Strategies

Capabilities

Alpha Vee combines deep financial knowledge with a best-in-class software platform that enables us to build, analyze and test equity investment models .

Strategies & Models

Click here to see a select list of our strategies. Licenses to use the strategies as the underlying value for derivative instruments are issued to stock exchanges, banks, financial services providers and investment houses. We have strategies available through the a number of direct indexing platforms: Click here to see a full list.

Alpha Vee Risk Managed Top 5 Sector Equities and Treasury Bonds

Custom Index Services

Alpha Vee has developed a comprehensive software platform that can take an
investment idea, model it, test it and apply it to any type of investment instrument.
Leigh Eichel, CEO of Alpha Vee, discusses Direct Indexing with Smartleaf

Research

Alpha Vee's software and indexes are backed by unique fundamental research.

Alpha Vee's Co-Founder Moshik Kovarsky met with Julie Cooling, Founder & CEO, RIA Channel to discuss his fundamental momentum strategy.

Alpha Vee is very different in the way it takes fundamental data and applies a top-down approach to create a market risk adjustment, sector risk investment and stock selection adjustment.

You have a vision. Alpha Vee helps you achieve it.

Alpha Vee combines deep industry expertise with actionable insights to help you overcome challenges, save money, and drive business growth. Our integrated software and investment strategies let you focus on alpha-generating ideas and serving your clients.