Market Intelligence For Financial advisers Portfolio managers
BTi is a professional platform for financial advisers and portfolio managers. With integrated artificial intelligence, it brings together and interprets market and investment data to support a more structured, informed approach to market and investment analysis.
WHAT YOU CAN DO WITH BTi
BTi combines quantitative tools and market intelligence to support more structured investment research, analysis and decision-making.
Build efficient portfolios, down to the last detail
Build portfolios with attention to every detail: efficient frontier, CAPM, risk factors, exposures, overlapping ETF holdings and custom benchmarks. Analyse and monitor all your clients' portfolios in one platform, even without direct access to their accounts, tracking performance and risk and exposure limits.
Explore portfolio management →Investment screening and opportunity research
Where might opportunities warrant further research? BTi screens equities and ETFs using Value, Growth, quantitative and Momentum criteria. It also highlights potential opportunities in alternative assets such as commodities and through market-neutral approaches. Every result follows clearly explained rules, helping you understand where to look and why, and independently assess its fit with your clients' strategies and risk profiles.
Explore screening and research tools →Market Analysis and Intelligence
Are markets resilient, or are signs of fragility emerging? BTi helps you interpret market conditions through risk indicators, statistics and fundamental data. It brings together the key developments and drivers of financial markets each day, helping you assess portfolio decisions using quantitative evidence and a fuller view of the environment.
Explore Market Analysis and Intelligence →Ask BTi questions in natural language
BTi's integrated AI interprets data generated by the platform to analyse financial instruments, explain its findings and answer your questions. It can help you identify instruments with specific characteristics, examine portfolio scenarios against selected criteria and explore features or financial-market topics through conversations grounded in BTi data.
Explore AI Powered by BTi →WHY USE BTi AI IF YOU ALREADY HAVE A GENERAL-PURPOSE AI?
The difference is not simply the model. It is the data and context available to the AI. With a general-purpose AI, you must provide the data and context yourself; in BTi, both are already part of the environment in which the AI operates.
The data is already there
BTi AI connects to the quantitative data and metrics available within the platform. It can search, compare and interpret information that general-purpose AI tools do not already have in their context, without requiring you to collect, process and upload it manually.
Ask questions that depend on BTi data
Screening instruments by valuation, expected return, volatility, quantitative indicators or combinations of criteria requires access to the relevant datasets. BTi AI can query the data available within the platform directly.
It knows what you are analysing
When you open an instrument in BTi, the AI can use its context and available data to generate an analysis automatically. You do not need to explain which instrument you are viewing or manually copy figures and metrics into a chat each time.
Query the entire platform in natural language
Alongside contextual analyses, AI Market Navigator lets you screen and compare instruments using the data available in BTi, turning natural-language requests into queries of the platform's information resources.
MARKETS AND INSTRUMENTS COVERED BY BTi
BTi organises data across asset classes, regulated markets, global providers and financial instruments, creating a broad, structured foundation for investment analysis.
Global equities
Equity coverage across major international markets, organised by region, listing venue, market capitalisation and benchmark index.
Markets
Regions
Research universe
Multi-asset ETFs
ETFs organised by provider, asset class, geography, sector, investment factor and underlying exposure.
Providers
Categories
Exposures
Commodities
Coverage of major commodity groups through futures, ETCs and instruments linked to regulated markets.
Energy and metals
Agricultural and soft commodities
Regulated markets
Foreign exchange
Currency coverage across spot markets, international crosses and regulated futures, with dedicated analysis of relative currency movements.
Spot market
Currency universe
Markets and applications
Bonds
Fixed-income instruments integrated into portfolio construction and analysis.
Instruments
Characteristics
Use within BTi
Investment certificates
In-depth analysis of individual investment certificates, provided on request according to each product's contractual terms.
Types
Characteristics
Analysis on request
WHO IS BTi FOR?
BTi is designed for investors, advisers and organisations looking to integrate data, quantitative analysis and market intelligence into their research process.
Quantitative analysis to support financial advisory work
BTi supports investment analysis, comparisons and portfolio construction, providing quantitative metrics and research tools useful for professional discussions with clients.
Metrics
Portfolios
Workflow
Cross-market research and risk oversight
BTi integrates cross-market research and analysis tools to support asset allocation, correlation studies, diversification and the monitoring of market drivers.
Allocation
Market intelligence
Risk management
Market intelligence for financial organisations
BTi can be assessed by brokers, banks, family offices and financial firms seeking quantitative research tools, market analysis and information support.
Licences
Research
Integration
CHOOSE YOUR BTi PLAN
Flexible plans to access BTi, from individual professional needs to tailored solutions for teams and organisations.
ANNUAL
For professionals looking to integrate BTi into their ongoing investment analysis workflow.
- Annual access to the BTi platform.
- Ideal for ongoing use.
- The most cost-effective plan over the long term.
CORPORATE
Tailored solutions for teams and organisations.
- Multiple user accounts for teams or organisations.
- Configurations tailored to professional needs.
- Commercial terms available on request.
QUARTERLY
A three-month period to explore the BTi platform.
- Access to the BTi platform.
- Analysis and tools updated over time.
- Ideal for evaluating BTi before taking out an annual subscription.
MONTHLY
A one-month period to explore the BTi platform.
- Access to the BTi platform.
- Market intelligence and quantitative tools.
- Ideal for trying BTi before taking out an annual subscription.
Individual plans include a one-day free trial. The first payment is taken at the end of the trial unless you cancel during the free period. BTi provides analytical, research and market intelligence tools and does not constitute personalised financial advice.