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Marketsflow blog https://blog.marketsflow.com Intelligent Platform for Investment Management and Optimization Mon, 03 Jun 2019 16:22:55 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 “Invest from £10” is now live on web – Account deposit rewards! https://blog.marketsflow.com/invest-from-10-is-now-live-on-web-account-rewards Fri, 24 May 2019 16:15:26 +0000 http://blog.marketsflow.com/?p=363 We are very pleased that our “invest from £10” product is now live on our web platform!

What this means: you can invest £10, £1000 or £25,000 or more and still get the same % of performance for your investment! Want to give it a go? Simply log-in or sign up to try it out!

How this works: we bring all the investments together in one large investment pot that gets allocated to the respective MarketsFlow High Growth, Growth or ISA specific portfolio. This ensures that with the help of our intelligent MarketsFlow platform, to guide us in our buying and selling shares, stocks, options (where appropriate) etc we can make the most of the combined amount in the investment pot.

We call it optimising everyone’s investment in a uniquely intelligent, digital way! For each account the returns are a % of the total portfolio return, relevant to the amount they have funded their MF account with. You can read more about our accessible portfolios and why they are so important here.

This is how everyone who invests with MarketsFlow can make the most of their money, no matter how big or small the amount.

To make this product even better we have added immediate rewards to all accounts! As a thank you for opening your account and because we are all about returns – we will deposit a free “bonus” amount on top of your investment! The returns will be calculated on your deposit + the bonus amount to help you achieve your goals a little faster.

So, if you open an account with £2000 MarketsFlow will deposit an extra “bonus” £25 to your account.

If you open an account with £50, MarketsFlow will deposit an extra “bonus” £0.38 to your account.

You can see all the rewards you can get for different deposit amounts here.

And this is just our first stage of rewards! We are planning several more reward schemes and a referral reward program for our clients which will be implemented gradually over the next few months!

You can access our “invest from £10” accessible portfolios on our web platform by logging-in and funding your account via a bank transfer. The funds will currently take about 1-3 days to get authorised for your account and allocated to your selected portfolio. The duration of this depends on the time it takes for UK and International transfers to appear in the MarketsFlow bank account.

We know that many of our clients prefer the mobile app, so we are working on getting it ready as soon as possible! The current timeframe is towards the end of next week and we will send everyone a notification that the app is live and ready to use!

As a next step we will also be adding a fund your account via card option to our system. This should be a simpler and quicker way to fund your account and we are expecting it to be live within the next month or so.

If you need help in funding your account, we have an “Invest from £10 product info page where you can see the funding sequence with the respective screen-shots, our rewards table and the GIA Investment account and Stocks and Shares ISA account fees.

We have also created a webinar for the launch of our “invest from £10” product. You can watch it here if you want to find out more about the product and MarketsFlow’s future plans.

As always, please feel free to contact us with any questions you might have. We’ll be happy to help!

Thank you for reading.

 

Best wishes

Marie

@MarketsFlow Communications

 

 

MarketsFlow Ltd is authorised and regulated by the Financial Conduct Authority (FCA No. 792373)

Risk Warning: Capital at risk. Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For the detailed Risk Warning disclaimer please click here.

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MarketsFlow Accessible portfolios, why are they so important? https://blog.marketsflow.com/marketsflow-accessible-portfolios-why-are-they-so-important Sat, 11 May 2019 14:58:13 +0000 http://blog.marketsflow.com/?p=348 When we decide to invest in the stock market we do so to get returns – make a profit. There are – I imagine – very few who invest only for the excitement of choosing, buying and selling stocks and are happy losing money!

Here we are clearly focusing on the returns. After all, this is the main reason we created MarketsFlow’s intelligent platform, to give investors the opportunity of achieving the best results possible from their investment.

And there are again big improvements coming to our platform as we move over to the “Accessible Portfolios”.

 

So what are accessible portfolios?

Imagine being able to invest a small amount – as little as £10 – and still experience the results a large investment has.

By a large investment we mean a portfolio of stocks, shares, options and other trading instruments – depending on the product you chose – that are optimally traded to navigate the market conditions. These larger portfolios (investments) are usually upwards of 300K.

And you are right, not everyone has or is willing to invest 300K in the stock market!

 

Why are accessible portfolios so important?

The principle is that a more substantial investment can create a better-balanced portfolio including a larger number of the top performing, quality shares that will inherently have a higher price. This higher price will exclude them from being added to any smaller value portfolio (investment).

The other benefit of a larger investment is that it can afford to be more varied in terms of different company stocks and other trading instruments. Think of it as a safety net, where when stocks are moving up or down at different speeds, this variety helps balance extreme movements.

Not that we are expecting extreme movements in our stocks when guided by the MarketsFlow platform, but even smaller variations are averaged out.

Now a smaller investment, compared to the 300K – let’s say 3K – can only buy a small number of different stocks and any change to the value of stocks will affect the portfolio in a big way.

With the use of the accessible portfolio where all investments are managed as one large investment, you do not only benefit from the safety that a varied stock allocation provides (allowing optimal balancing and re-balancing of your portfolio), but you also reap the far better results that this way of portfolio managing brings with it.

 

How can I  invest in the accessible portfolios?

Our newly launched “invest from £10” product makes it easy to access this larger investment portfolio and all its benefits so you can reap the rewards!

You can sign up for our “invest from £10” accessible portfolio product here on our web platform or on our MarketsFlow app for Android or iOS  to try it out!

 

Rewards on your investment when opening your account

As a thank you for opening your account, MarketsFlow will deposit a free “bonus” amount on top of your first investment! The returns will be calculated on your deposit + the bonus amount to help you achieve your goals a little faster.

So, if you open an account with  £2000, MarketsFlow will deposit an extra  “bonus” £25 to your account.
If you open an account with £50, MarketsFlow will deposit an extra  “bonus” £0.38  to your account.

You can see all the rewards you will get for different deposit amounts here.

 

If you have any questions please contact us, we are glad to get the feedback!.

Thank you for reading!

Best wishes

Marie

@MarketsFlow Communications

 

MarketsFlow Ltd is authorised and regulated by the Financial Conduct Authority (FCA No. 792373)

Risk Warning: Capital at risk. Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For the detailed Risk Warning disclaimer please click here.

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How MarketsFlow solves a big part of the investing problems https://blog.marketsflow.com/how-marketsflow-solves-a-big-part-of-the-investing-problems Sat, 11 May 2019 14:56:28 +0000 http://blog.marketsflow.com/?p=344 Having talked about all the things to keep in mind before deciding to invest in our  blog “Investing: the basics” has probably raised a few valid questions.

You are probably thinking: “Hang on, if MarketsFlow invests in the stock market, what makes it different to any other investing tool or asset manager?”  That is a great question, I was waiting for you to ask this.

Yes, we are an Investment Manager, but we do not stop there! Rather than relying on quick decisions or outdated company research, market sentiment or other not always very accurate assumptions or tools, we have developed and meticulously tested our own system which uses a number of scientific methods to calculate and suggest the stocks to invest in.

Our MarketsFlow proprietary system doesn’t only advise on which stocks to buy and when, but also which stocks are expected to be performing poorly and need to be sold. In some cases our MarketsFlow system will also advise to liquidate the portfolio and be “uninvested” for a short period of time in order to avoid extreme volatility. In this way the MarketsFlow portfolio performance is safeguarded and no unnecessary risk is added to our investment strategy.

In this way we can ensure that your investment is always balanced – optimised as we like to call it. Therefore, when the market goes up, we are prepared by investing in the right stocks at the right time and when the market goes down, we have sold the stocks which would pose the biggest risk to your investment.

Our main goal is to perform well even in volatile and uncertain markets. And this is where our MarketsFlow Intelligent Investment platform does the legwork.

This means that when you invest your money using MarketsFlow, you don’t have to worry about all the pitfalls that come with self-investing or using any other Investment Manager.  So, no worrying about picking the right stocks, when to buy or when to sell, how much to buy, managing your stocks day-in, day-out while worrying about the returns.

With the help of our MarketsFlow system our expert Portfolio Managers ensure the right decisions are made for your investment, all you have to do is reap the rewards (or returns in this case).

And because we like to substantiate our claims, you can see our weekly performance here:

our MarketsFlow High Growth Model Portfolio  and our MarketsFlow Growth Model Portfolio .

Still not convinced? That’s OK. Our new “invest from £10” product is expected to launch in the next couple of weeks. So you can try us out by investing £10 – not much risk there – and test the results. We know you’ll be glad you did.

You can sign up here or on our MarketsFlow app for Android or iOS and we will let you know when our “invest from £10” product is live so you can start.

If you have any questions please contact us.

Thank you for reading!

Best wishes

Marie

@MarketsFlow Communications

 

MarketsFlow Ltd is authorised and regulated by the Financial Conduct Authority (FCA No. 792373)

Risk Warning: Capital at risk. Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For the detailed Risk Warning disclaimer please click here.

 

 

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Investing: the basics https://blog.marketsflow.com/investing-the-basics Thu, 09 May 2019 16:34:48 +0000 http://blog.marketsflow.com/?p=325 There is a lot of talk out there about “investing”, but for many of us knowing the different ways to invest, what is right for us and how to make the first step is still a topic shrouded in vagueness.

So, to get some answers and make things simpler, we will be looking into the main questions related to taking the leap and becoming an investor.

What is an investment?

Many of us have come across the term “Investment” during one time or another. However, we are not always clear of what this means.

There are 3 main types of investments:

Ownership investments which include stocks and relevant stock market products, businesses (as in your own business), crowdfunding in return for shares, real estate and precious objects and collectibles.

These are the most volatile types of investments however they can also prove to be the most profitable ones. For this type of investment, a long-term strategy tends to pay off the most!

Lending investments where you essentially lend your money in return for a set revenue. This includes savings accounts, cash ISAs, which will give you a small return in the from of interest from the bank and bonds, where the risks and returns vary widely depending on the type and quality of the bond.

Lending investments are considered less risky overall, however if the bond issuing company goes bankrupt, their value is lost and the investor is left with a loss of their investment.

Regarding savings accounts, banks nowadays have a safety net of up to £85,000 in a personal account and £170,00 in a joint account per bank or building society (as of 2017).

Cash equivalents such as a “Money Market fund” which is a “Mutual Fund” that invests in cash, cash equivalent securities, and high credit rating debt-based securities.

These investments tend to be easily converted to cash (high liquidity) and are usually only carrying a small level of risk. Earnings are not set and as with every investment the value can increase or diminish.

When is investing right for you?

There are a few points to keep in mind when starting to invest.

The amount that needs to be committed to an investment

Is the commitment going to affect your finances, can you afford it, do you have any other financial commitments such as dept etc. that require regular repayments? If the amount required for an investment is low enough to be sustainable even if you end up losing it (relevant to the risk of investing), then this investment is a good starting point. Committing an affordable amount initially is essential. Try out the investment and top up regularly as you feel more confident.

Your extend of knowledge on the investment type

If you are planning to invest in stocks read up on it, follow the news and try it out with a simulated account where you don’t have to commit any money initially. The same goes for the other types of investment like property, bonds, mutual funds and collectibles. You wouldn’t want to start committing your money unless you have done your research into what to expect from your investment.

How long you can commit to your investment and what your expected returns are

There could be a number of reasons why you want to grow your money. It can be to create an extra income, to plan for the children’s future, to have a sum available for your retirement or because you want to grow your money instead of just leaving it in the bank. A good tip here is to plan long term, as most investments and especially stock market related investments, tend to perform far better over a longer period of time with 5 years usually considered as a time frame to start seeing good returns.

Planning even longer term can make a big difference to the growth of your investment with 15 or 30 years being a popular investment time frame to increase the investment returns. Longer investment time frames help alleviate short term stock market fluctuations presenting investors the average returns over that time.

What to avoid

Which brings us to the point of what we should be careful about when investing. There are a few common omissions that are made when investing and we want to make sure we avoid them.

Investing in only one product

This means putting all your eggs in one basket and over-committing your cash to one investment. There are so many different ways to invest and in order to have the best chances of success and peace of mind, it’s best to invest in a couple of different types.

And do your research before committing – I cannot stress this enough! You could choose to invest in the stock market and a government ISA (for the UK), or stocks and a property, or bonds and a property depending on which combination you prefer. There are a number of combinations to choose from as per the investment types section above! Overall it’s best to create an investment mix (portfolio) that you are comfortable with.

Following a trend or a tip

This can be a terrible idea as these do spread like wildfire without usually being of real substance. Always allow yourself to find out more and then have a go at trying out that investment – wherever possible – with a small amount to mitigate your risk while building your confidence and knowledge on the selected type of investment.

Is there a way to invest and avoid the pitfalls?

If you want to try out investing while steering clear of the tricky part and still reap the rewards – or returns in this case – try our “invest from £10” product.

Using our MarketsFlow Intelligent Investment platform to help optimise the performance of our accessible portfolio means you can invest from as little as £10 and still get the best possible returns for your money.

You can read more on “How MarketsFlow solves a big part of the investing problems” and “MarketsFlow Accessible portfolios, why are they so important?” on our blog.

Interested? You can sign up here from your pc or on our MarketsFlow app for Android or iOS and we will let you know when our “invest from £10” product is live so you can start.

If you have any questions please contact us, we’ll be happy to hear from you.

Thank you for reading!

Best wishes

Marie

@MarketsFlow Communications

MarketsFlow Ltd is authorised and regulated by the Financial Conduct Authority (FCA No. 792373)

Risk Warning: Capital at risk. Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For the detailed Risk Warning disclaimer please click here.

 

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MarketsFlow is winner of “Best Technology for Programmatic Trading 2019” – An award 3rd year in a row! https://blog.marketsflow.com/marketsflow-is-winner-of-best-technology-for-programmatic-trading-2019-an-award-3rd-year-in-a-row Mon, 29 Apr 2019 13:38:39 +0000 http://blog.marketsflow.com/?p=270 It is great to see that leading the change in how to manage a portfolio gets the recognition from top industry experts. In 2018 MarketsFlow worked hard to help clients get the best possible returns from their portfolios and outperformed the industry during volatility.

Our main goal is to actively optimise our client’s portfolios using our proprietary MarketsFlow platform technology to guide us in making the right choices when trading.

And with our performance being 25.6% for our MarketsFlow High Growth Model Portfolio and 8.7% for our MarketsFlow Growth Model Portfolio in 2018, we are very please that our platform was awarded “Best Technology for Programmatic Trading 2019” at Fund Technology and WSL Awards 2019. Winners in other categories include names like Bloomberg and Interactive Brokers.

MarketsFlow’s proprietary, award winning MarketsFlow intelligent investment platform uses fine-tuned algorithms to continually rebalance your portfolio and yield the best possible returns for your investment

Not only is the portfolio performance impressive, but the volatility and risk management is exemplary too.

It is this relentless focus on scientific investment management, which has led MarketsFlow to outperform the markets in different conditions, including highly volatile periods.

So another year of great results to look forward to for our customers. Thank you to all our clients who are part of our journey.

Regards

Marie

 

Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.

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MarketsFlow’s Metric Approach: a welcome alternative to tackling volatile markets https://blog.marketsflow.com/marketsflows-metric-approach-a-welcome-alternative-to-tackling-volatile-markets https://blog.marketsflow.com/marketsflows-metric-approach-a-welcome-alternative-to-tackling-volatile-markets#respond Fri, 09 Nov 2018 17:25:43 +0000 http://blog.marketsflow.com/?p=260 It has been an exciting week so far, with strongly positive returns, building on a mostly uptrend week. Living these recent days many a market participant might be wondering whether the volatile, turbulent, loss-making episodes of just a few weeks ago really happened at all. It creates an array of questions about how investors are now positioned in the market and how they cope with the volatility. Did several weeks of turbulent times drive a lot of investors out of equities, and will they be slow to re-engage?

After the onslaught of many negative days, it might feel natural to cut exposure on the basis that any further damage arising from markets moving even lower would be impossible to tolerate. Perhaps several weeks of downward markets were being extrapolated in investors’ expectations anticipating several months of back-to-back declines.

Where might the down-market end? Could we be looking at dozens of percentage points drawdowns?

These questions might be interesting to speculate on, however we can go some of the way towards answering them with facts. Even during a significant downward market, a number of counter-trend rallies can occur, and they can be aggressive.

DJI Volatility examples

It seems to us that any regret an investor may feel at selling equities when markets have already fallen could then be aggravated by the further regret of witnessing these counter-trend rallies without taking a sufficient and rewarding part in them.

In our case, being quick to respond to changes in markets through the daily signals generated on our platform, we were and are not overly concerned about whether October’s disruptions would prove to be the start of significant down-leg in equities over the coming quarters. Nor whether a period of upside such as witnessed during the last week and a half marks the resumption of a bull market or is simply a brief interlude of optimism.

Because our allocation to equities, our selection within equities, and the way in which we take these exposures (stock vs options) can change rapidly, long-horizon questions are not of great interest. In addition, the signals that underlie our portfolios are derived objectively and scientifically on the basis of processing huge data sets, therefore the positions taken are based on is mathematically probable suggestions, rather than allowing emotions to creep into our portfolio decisions.

As this week unfolded, our signals said clearly that we should add market exposure aggressively and likely upside ‘breakouts’ were indicated across a number of the stocks that we cover. By yesterday, we had taken our total market exposure up to the highest it has been in several months!

Those for whom October’s trauma looms large in their recent memory might have felt uncomfortable executing such a risk-increasing move and may have looked around for positive news releases or improving economic or corporate data before feeling justified in doing so.

We do not rely on news to make the most of our day to day activities; we depend on metrics, even if these might contradict our very real human biases.

 

Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.

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October 2018 markets were ideal for MartketsFlow’s investment platform https://blog.marketsflow.com/october-2018-markets-were-ideal-for-martketsflows-investment-platform https://blog.marketsflow.com/october-2018-markets-were-ideal-for-martketsflows-investment-platform#respond Fri, 02 Nov 2018 17:24:40 +0000 http://blog.marketsflow.com/?p=254 Much of October was characterized by volatile, mostly falling equity markets and investors were anxiously looking for signposts to give them confidence about the direction that markets will take. How much worse do things get? Is there some reassurance to come that the creeping pessimism will dissipate? At its worst, intra-day during the 29th of October, the S&P was down by almost 10.7% relative to the end of September. Such a loss naturally prompts a lot of questions.

A thousand explanations are forthcoming for the market moves in October. Investors are nervous about corporate earnings, rising interest rates, trade wars, Brexit, indebtedness. While each might be an interesting subject to analyse or reflect on, to us these are concerns that should affect markets in a more medium-term manner rather than having relevance from week to week in guiding us on how to position and transact. Nor have concerns over these subjects suddenly come into being.

Does this mean we prefer to dismiss recent market movements as overdone? Not at all. Markets will do whatever they need to do in order to find a suitable equilibrium and should be regarded as right, or at least in the process of adjusting in the right direction.

It is often fruitless to scrutinize past movements and attribute effects to causes and tie them into a neat narrative. Although it can feel satisfying to fashion an interesting explanation of the past, it is often of little or no use in knowing how to trade today and tomorrow. Risk aversion has certainly risen, and market movements have reset a number of expectations about stock and bond prices. At the same time there have been distinct moves by some sectors relative to market aggregates, as well as rotations within sectors.

With disruptions comes a need for markets to reset and reach for a new equilibrium. Markets are in fact doing this all the time, however the disruptions are usually not this significant therefore the adjustments are not of the magnitude and swiftness we are currently seeing.

Current circumstances are ideal for MarketsFlow, which, using advanced data science, discerns where adjustments are beginning to take place, down to the stock level, and judges the likely strength and direction of those over the coming days. It then translates these into a guideline for how a particular client portfolio should be invested. This includes the aggregate degree of market exposure, as well as stock selection, position sizing, and other numerous refinements including when to take exposures via options, for portfolios approved to do so.

For much of October, compared with usual, we remained less invested, traded more frequently and made more use of options. When invested in a stock, we have been less demanding on the upside before taking a profit.

The latest week, however, has been quite different, with some significantly positive days, and a different shape to market behavior. Here we have increased the average extent to which we are invested and been a little more demanding on the upside before closing out a position.

The overall effect has been to limit downside and build outperformance, particularly in periods in which markets have suffered. Our performance of 0.46% for October (net of fees) in our main large cap US product compares extremely favourably to the S&P500 index which had a loss of 6.94%.

 

Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.

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Sell-off? Navigate the turbulent markets with MarketsFlow and protect your portfolio https://blog.marketsflow.com/sell-off-navigate-the-turbulent-markets-with-marketsflow-and-protect-your-portfolio https://blog.marketsflow.com/sell-off-navigate-the-turbulent-markets-with-marketsflow-and-protect-your-portfolio#respond Mon, 15 Oct 2018 11:42:19 +0000 http://blog.marketsflow.com/?p=232 In the past few days the markets have had a steep downturn taking many investors by surprise with their downward momentum. Some stocks are claimed to have already entered the bear market while there is an alleged expectation that markets might not have seen their worst performance yet.
So, what is an investor to do when the markets change that abruptly? The only answer is to be prepared and to take timely action to rebalance their portfolio minimizing drawdowns.

The general consensus would be that this is easier said than done with most funds’ performance expected to drop significantly as it usually happens in a turbulent market environment.
If you are looking for answers on how to re-balance your portfolio in highly volatile market conditions MarketsFlow (link to managed portfolio) provides the solution.

MarketsFLow’s intelligent AI powered platform was born out of the quest to have an optimal performing investment portfolio no matter what the market conditions are. The platform uses immense computing power to analyse and synthesise large datasets for stocks that are suitable for optimal portfolio performance, resulting in daily curated buy or sell signals.
By following a disciplined and systematic buy and sell actions daily on the platform, the result is a balanced and optimized portfolio that will minimise risk and may even provide yields in the toughest of market environments.

The most impressive attribute of the MarketsFlow platform is that it will allow you to be prepared for shifts in the markets by only selecting the most relevant and reliable stocks as determined by the individual investor’s suitability assessment.

Adam Tyrrell CFA, MarketsFlow’s Portfolio Manager, provides a better insight into how the MarketsFlow AI powered intelligent investment platform works in a more negative market environment:
“When the broader market environment turns more negative, or simply becomes more volatile without necessarily turning into a bear market, we have the tools to guide us into taking less market exposure as well as altering the types of exposure we take.

“Not only do the signals at the individual stock level continue to be generated, but we also see indicators that guide whether less of our overall exposure should be taken through direct holdings in underlying stocks, and more of it taken through options positions. The intention is always the same, to be more exposed in a market that is rising and to be less exposed in a market that is falling.

“Right now, when much debate is focused on whether we are about to see a bull markets turn into a bear market, we are content to be agnostic. Perhaps the bull run is over, perhaps it isn’t; whatever the state of markets in the months to come, we have the tools to deliver risk-controlled performance.”

If you have questions regarding on how to optimize your portfolio and balance it for any market conditions keeping your investments safe, give us a call to discuss or write us your questions.

 

Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.

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MarketsFlow is authorized by the FCA as an Investment Advisor and Investment Manager https://blog.marketsflow.com/marketsflow-is-authorized-by-the-fca-as-an-investment-advisor-and-investment-manager https://blog.marketsflow.com/marketsflow-is-authorized-by-the-fca-as-an-investment-advisor-and-investment-manager#respond Wed, 03 Oct 2018 11:17:43 +0000 http://blog.marketsflow.com/?p=219 Dear all,

We are absolutely delighted to be able to share this news, this is a moment everyone at MarketsFlow has been waiting for a long time! More than a year of the FCA testing our system and ensuring everything is in place for compliance have come to fruition.

We can now proudly announce that MarketsFlow is now authorized to not only advise on, but also manage investments in the UK. A truly amazing feat for our team!

With these permissions, MarketsFlow is now able to onboard both retail and institutional investors seeking to proactively manage and optimize their portfolios using our first of its kind, intelligent investment and portfolio optimization platform.

Another crucial milestone achieved showing us that the sky is the limit, we want to take the opportunity to thank everyone who helped us in this very important journey.

We are looking forward to the next chapter in our company’s mesmerizing story.

Kind regards

Marie

 

Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.

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MarketsFlow is approved by SEC as a Registered Investment Advisor https://blog.marketsflow.com/marketsflow-is-approved-by-sec-as-a-registered-investment-advisor https://blog.marketsflow.com/marketsflow-is-approved-by-sec-as-a-registered-investment-advisor#respond Tue, 05 Jun 2018 13:22:48 +0000 http://blog.marketsflow.com/?p=208 Dear MarketsFlow team and Shareholders,

I am simply over the moon to inform you that MarketsFlow is approved by SEC as a Registered Investment Advisor. Let us put this into perspective, we have been approved to serve 50 States a market worth $26 trillion plus and growing. Generally you would need plus $25M-$100M AUM to be eligible but we have been granted exemption as an Internet Only Advisor. That is a very big deal and you can say that again!

The value of our company just went a lot higher than what it was 6 months ago.

This would not have happened without the amazing drive of Ivan S, Megan C, Tim S and myself playing a tiny role in this momentous achievement by the US team.

I also want to thank our outstanding UK team in dealing with the most arduous of FCA applications. We have had a very positive technology demo session and the end is in sight as we have just delivered the final requests to them today.

We also have final queries from DFSA and expect them to be finalised very shortly.

Our focus now shifts towards the launch activities across the 3 regions post authorisation of FCA and DFSA. After gaining initial client traction and AUM, and in the next 3-4 months we will be running a much larger fundraise at a significantly higher valuation than our last round.

Finally I feel very fortunate and blessed to be able to share these game-changing news for a truly wonderful organisation – MarketsFlow. These are pivotal turning points for our ambitious firm.

I look forward to the next chapter of this mesmerising story.

Kind Regards
Tom Nash

Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.

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