Technology

At TWC, we pride ourselves on being a tech-enabled investment manager. Our WealthAssessTM platform is a proprietary digital technology solution designed to provide clients an unparalleled level of transparency into TWC’s proprietary fundamental framework. This platform serves as a highly interactive tool for the engaged investor, offering unique insights through visual and intuitive presentation of complex fundamental evidence.

By allowing our clients to see what we see, WealthAssessTM offers a unique window into TWC’s investment decision-making framework. This transparency enables clients not only to gain a deep understanding of our portfolios and exposures but also to derive deeper insights across their entire portfolios through our fund analytics portal. The clarity provided by WealthAssessTM bridges the gap between intricate financial data and actionable investment insights.

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Company Dashboard

Corporate performance measurement & valuation framework across a universe of 20,000+ companies

Alpha Scorecard

Alpha Score card based on TWC fundamental & behavioral KPI’s across universe of 20,000+ companies

Fund Portal

Holdings based fund analytics facilitating diagnostic assessment of fund or client portfolios

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