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What is Ethos?

Ethos serves as a comprehensive Model Risk Management (MRM) platform designed to enhance every stage of the MRM lifecycle for financial services institutions. By seamlessly combining development, documentation, validation, and automated reporting, Ethos transforms complex processes into more manageable tasks, aided by real-time dashboards, automated workflows, and robust governance frameworks. This platform ensures compliance with critical regulatory standards, including SR 11-7, OCC 2011-12, NIST, GLBA, CCAR, Basel III, DFAST, and FASB. Ethos includes Governed Inventories, which function as a centralized hub for all models, promoting trust and ensuring consistency across various defense lines. Furthermore, its Workflow Engine not only automates but also standardizes the entire MRM lifecycle, leading to enhanced operational efficiency and fostering collaboration among different departments. Created by professionals with deep experience in the financial sector, Ethos guarantees reliability, compliance, and resilience, enabling organizations to navigate both traditional and AI-driven models effectively. Moreover, Ethos is designed to be adaptive, continuously integrating feedback from users to refine its features and better address the ever-evolving demands of its clientele. As the financial landscape shifts, Ethos remains committed to innovation and excellence.

What is AdvisoryWorld?

Our robust API facilitates the development of advanced user experiences, gaining the trust of leading investment advisors who depend on AdvisoryWorld’s web applications to improve their wealth management strategies. Users are empowered to explore and assess investment prospects based on a wide array of criteria, such as asset classification, manager experience, performance indicators, and specific investment styles. Investments can be compared effectively through diversification and performance metrics that include Asset Allocation, Hypothetical Historical Performance, as well as various Modern Portfolio Theory metrics like Standard Deviation and Sharpe Ratio, among others. Additional comparisons can be conducted using indicators such as P/E Ratio, Duration, Expense Ratio, and geographic elements like Country and Region, along with Sector and Equity Overlap, all while complying with Standardized Returns requirements set forth by FINRA. The platform simplifies the creation of customizable Asset Fact Sheets and facilitates side-by-side investment comparisons in a user-friendly manner. With institutional-level financial modeling tools seamlessly integrated into an intuitive interface, users can easily build and evaluate portfolios. Moreover, the platform provides in-depth analysis on how factors like dividend reinvestment, capital gains, fees, sales charges, and rebalancing rates influence portfolio performance over time, ultimately delivering a holistic wealth management solution that caters to diverse client needs. This ensures that advisors can tailor their recommendations with precision, enhancing the overall investment experience for their clients.

Media

Media

Integrations Supported

MoneyGuidePro

Integrations Supported

MoneyGuidePro

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ethos

Company Location

United States

Company Website

www.ethosai.com

Company Facts

Organization Name

AdvisoryWorld

Date Founded

1987

Company Location

United States

Company Website

www.advisoryworld.com

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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