UGN Global · Atlas Platform

Wealth management,
engineered for institutions.

Atlas is the proprietary platform behind UGN Global's investment process — integrating portfolio construction, quantitative optimisation, and risk governance into one unified workflow.

Discretion

Client data is never shared. All computation runs within your infrastructure. Institutional confidentiality by design.

Precision

Every allocation, risk figure, and compliance check is computed in real time against live market data and mandate parameters.

Independence

No proprietary product push. Atlas provides the intelligence — your team makes the decisions. Advisory integrity intact.

Platform Modules

Six modules. One unified workflow.

Construction

Portfolio Builder

Multi-asset portfolio construction with a live constraint engine. Build, simulate, and rebalance mandates while ensuring full compliance with mandate rules simultaneously.

  • 12+ asset class universe with live pricing
  • Hard and soft constraint engine — FINMA, IPS, client-specific
  • Mandate-fit scoring before every rebalance
  • Proposal workflow with version history and approvals
  • Allocation drift monitoring with auto-alert thresholds
Portfolio Builder
Construction
Solvers

Optimisation Engine

Three solver paradigms for every mandate complexity — from classical mean-variance to heuristic approaches and next-generation quantum annealing via D-Wave Advantage.

  • Classical: mean-variance, Black-Litterman, risk parity
  • Heuristic: genetic algorithms, simulated annealing
  • Quantum: QUBO formulation on D-Wave Advantage
  • Efficient frontier with constraint overlays
  • Solver comparison and back-testing framework
Optimisation Engine
Solvers
Risk & Analytics

Risk Engine

Institutional-grade risk analytics running continuously across every position. Factor decomposition, scenario stress testing, and drawdown attribution in real time.

  • Full factor decomposition — equity, rates, FX, credit, commodity
  • VaR and CVaR at 95% and 99% confidence intervals
  • Historical scenarios: GFC 2008, COVID 2020, Eurozone Crisis
  • Custom scenario builder — rate shocks, FX moves, credit events
  • Drawdown path analysis and macro regime overlay
Risk Engine
Risk & Analytics
Live Data

Market Intelligence

Real-time data aggregation from multiple institutional feeds. Cross-asset boards, FX matrices, order flow analytics, and macro regime signals — all in one view.

  • Finnhub, ECB, Bloomberg integration
  • Sub-second cross-asset snapshot board
  • FX cross-rate matrix across 9 major currencies
  • Equity order book and flow analytics
  • Macro regime detection — growth, inflation, volatility regimes
Market Intelligence
Live Data
Governance

Decision Suite

Structured decision packs, an immutable decision journal, and automated compliance checks — from investment committee to execution, every step is traceable.

  • Decision packs with full portfolio and risk context
  • Immutable journal with timestamp and investment rationale
  • Compliance verification against all mandate constraints
  • Executive factsheet generation with live data
  • Multi-approver workflow with digital sign-off
Decision Suite
Governance
AI Assistant

Atlas Copilot

A contextual AI assistant embedded across the platform. Ask in natural language — receive answers grounded in live portfolio data, risk metrics, and market conditions.

  • Context-aware across portfolio, risk, and market views
  • Natural language queries — 'What is my largest EM exposure?'
  • Proactive risk alerts and recommendation summaries
  • Scenario narration and decision rationale drafting
  • Powered by Claude — data stays within your environment
Atlas Copilot
AI Assistant
Investment Lifecycle

From ideation to monitoring.

01
Ideation

Objectives, constraints, universe.

02
Construction

Allocation with live constraint engine.

03
Optimisation

Solver finds optimal weights.

04
Risk Review

Factor attribution, stress tests.

05
Compliance

Automated constraint verification.

06
Execution

Order generation, blotter.

07
Monitoring

Drift alerts, reporting.

Integrations

Connected to institutional infrastructure.

Bloomberg
Finnhub
ECB / FX
D-Wave Advantage
Reuters
ICE Data
Swift / FIX
OpenFIGI