Introducing BIASafe AI
Quant Infrastructure,
without the Overhead
We give every portfolio manager a simpler, faster, and more reliable path to build & launch systematic portfolios, so they can focus on their clients and AUM growth.
Built for institutional scrutiny
SEC-registered
BIASafe Securities USA Corporation, CRD No. 342777. Our Form CRS and Form ADV set out the services, fees and conflicts.
Read our Form CRSEnterprise security
Encryption at rest and in transit, role-based access, SSO, full audit logs and 24/7 monitoring. SOC 2 Type II audit in progress.
Visit the Trust CenterInstitutional data
Point-in-time universes, corporate actions and adjusted histories through our Morningstar partnership, on Google Cloud.
See the data foundationYour IP stays yours
Your strategies, factors and research remain your intellectual property. We provide the infrastructure, not a claim on your alpha.
Read the termsThe shift
Systematic investing isn't a niche. It's the foundation.
Global ETFs alone exceed $19 trillion, and the rules-based share of the market keeps compounding through direct indexing and institutional mandates. The capability to build these strategies, though, is still concentrated in the few firms that can afford a quant desk.
$64T
Estimated global systematic AUM by 2030
$73B
Estimated annual management-fee pool by 2030
Where systematic assets sit today
Estimated composition of global systematic assets under management.
- Passive & index ETFs
- 54.3%
- Institutional mandates
- 22.9%
- Smart beta
- 8.6%
- Systematic macro
- 8.6%
- Direct indexing
- 5.7%
Estimates and forward-looking projections compiled by BIASafe from public industry sources, as of January 2026. Projections are not guarantees and are subject to change.
The BIASafe QuantOS
One operating system, research to execution
Four modules that cover the full lifecycle of a systematic mandate — so a lean team can run what used to require a quant desk, a data team and an operations function. What you backtest is exactly what you trade.
QIE
Quantitative Investment Engine
The research core. Design, test and validate systematic strategies — define your own factors, filters and weighting rules, then prove them against point-in-time data with survivorship and look-ahead controls built in.
IMP
Investment Management Platform
Portfolio analytics and management: position aggregation across custodians, performance tracking, risk analysis and attribution, and automated client reporting with role-based access.
OEMS
Order & Execution Management
Execution infrastructure for orders, portfolio rebalancing and connectivity to brokers and trading venues — so rebalancing schedules run without spreadsheets in the loop.
Soteria AI
Your AI copilot
Ask questions of your portfolios in plain language. Soteria surfaces institutional analytics and explains what is driving return and risk, instead of leaving you to reconcile it by hand.
WORKFLOW
From idea to execution
in one end-to-end platform
Build
Design Hyper-personalized Systematic Strategies
Don't settle for off-the-shelf products. Create truly custom strategies by defining your own factors, filters, and weighting rules, then validate your alpha with rigorous backtesting.
- Granular universe filters and factor-tilts
- Custom weighting and rebalancing logic
- Systematic tax-loss harvesting & derivative overlays
Manage
Put Rebalancing and Trading on Autopilot
Put operations on autopilot. Our engine automatically monitors rebalancing schedules, and generates execution signals, keeping your portfolios aligned without manual spreadsheet errors.
- Smart, rules-based portfolio rebalancing
- Liquidity-aware model-to-trade execution
- Real-time drift detection and alerts
Onboard
Streamline Client Onboarding and Account Allocation
Scale your business without the friction. Map your strategies to thousands of individual accounts or SMAs in seconds, allowing you to deploy capital across your entire client base instantly.
- Mass account-to-model mapping
- Immediate capital allocation at scale
- Seamless SMA and client account deployment
Monitor
Centralize portfolio oversight and client reporting
Oversee the entire lifecycle through a unified dashboard. Track performance & risk attribution in real-time, and automate your reporting for compliance and investor communication.
- Real-time performance and risk attribution
- Automated regulatory and client reporting
- Unified cross-portfolio control panel
Who we serve
Built for lean investment teams
Asset managers
Scalable infrastructure to build, operate and monitor systematic mandates — and launch differentiated products without standing up a quant desk.
Family offices
Build and manage systematic mandates without hiring an internal quant team, on the same institutional data the largest managers use.
Pension plans
One connected platform for portfolio analytics, multi-source data integration and execution oversight, with the auditability your board expects.
Insights
What we're building and publishing
Scaling Quant Expertise in EMEA: Why BIASafe AI Chose Casablanca Finance City (CFC)
BIASafe AI has officially launched its EMEA regional base, after being awarded the Casablanca Finance City (CFC) Status.
5 min readBIASafe AI Collaborates with Morningstar Indexes to Power Institutional-Grade Data Infrastructure
BIASafe AI announces its collaboration with Morningstar Indexes to enhance institutional-grade data infrastructure for systematic investing.
4 min readBIASafe AI Establishes Headquarters at the Montreal Fintech Station in Place Ville-Marie
We’ve officially anchored our Headquarters at the Station Fintech Montréal. Being physically integrated into the same square mile as Canada’s largest asset managers and banks is a pivotal move for our institutional growth.
3 min readFAQ
Frequently asked questions
BIASafe is an end-to-end platform that enables firms to build, test, and launch custom systematic strategies through a single, no-code workflow. By centralizing research, execution, and monitoring into one unified engine, our infrastructure automates the entire investment lifecycle; from backtesting and deployment to portfolio rebalancing and client onboarding. From a business perspective, this transforms your operations into a scalable 'asset-light' model, allowing lean teams to manage thousands of complex accounts and grow AUM without the traditional need to increase headcount or overhead.
BIASafe’s mission is to bridge the technology gap between industry giants and smaller asset managers. We believe that sophisticated, systematic investment strategies shouldn't be reserved only for firms with massive engineering budgets. By providing a unified, no-code infrastructure, we empower smaller players to eliminate high overhead costs and compete on a level playing field. Our goal is to transform 'institutional-grade' from a luxury into a standard, allowing lean teams to build, scale, and manage complex portfolios with absolute precision and trust.
BIASafe differentiates itself through a single, highly versatile quantitative engine that replaces the need for multiple specialized tools. Unlike platforms limited to specific styles, our engine allows you to build and manage a vast range of mandates; from indexing and thematic strategies to smart-beta, option overlays, and long-short equity, all in one place. This 'one engine, infinite mandates' approach allows your firm to launch diverse proprietary products instantly while significantly reducing the cost and complexity of managing fragmented software.
Yes. We recognize that every firm has unique infrastructure constraints and investment DNA. Our platform onboarding process includes a dedicated implementation phase, where your team is supported by our quants and engineers. We work closely with you to ensure our platform aligns with your specific mandates and integrates seamlessly into your existing workflows.
Ensuring rigorous security standards. Our cloud-native infrastructure includes detailed logging, audit readiness, firewalls, and secure VPCs. We maintain strict access controls to protect both systems and client data, ensuring confidentiality and integrity.