BIASafe AI is pleased to share the first edition of its product update series, providing a transparent overview of recent developments across product, infrastructure, and strategic execution. This inaugural update marks the Alpha release of Soteria, our AI-native investing co-pilot, along with key technical progress on our quantitative backtesting engine and the completion of scoping work for our upcoming portfolio management system (PMS).
Soteria: Alpha Version Now Live!
Earlier this month, BIASafe AI launched the Alpha version of Soteria, its first commercial product designed for individual investors. Soteria connects directly to user brokerage accounts, across both traditional and decentralized platforms, and enables intelligent, conversational analysis of live portfolios. Users can query portfolio analytics, including exposures, performance, sector breakdowns, and risk insights, all within a natural language interface that supports both voice and text.
The Alpha release includes support for over 30 brokerages and exchanges worldwide, including Robinhood, Coinbase, Interactive Brokers, WealthSimple, and Hyperliquid. Since the Alpha release earlier this month, Soteria has onboarded over one hundred early adopters. These initial users are actively exploring the platform and offering valuable feedback, continuing to shape upcoming feature improvements and guide our product development priorities.
Soteria is currently available through a subscription model priced at $64.99 per month, with a 40% discount for annual plans. A major update is scheduled for mid-October 2025. Version 2 will be built on a significantly stronger technical foundation and will enable multi-user access for teams and connect to institutional-grade data feeds, further extending Soteria’s capabilities for both individual investors and professional users.
"Soteria shows what’s possible when AI is built directly into the investor’s workflow. We’ve focused on making the experience feel simple, while keeping the complexity under the hood. This Alpha release is just the beginning."
Advancing Our Quantitative Backtesting Engine
Alongside the launch of Soteria, BIASafe AI has made significant progress on its institutional product stack with the development of its proprietary quantitative backtesting engine. Designed to support the creation and evaluation of systematic investment strategies, the engine provides modularity, transparency and control across all stages of the portfolio construction process, including screening, scoring, weighting, and rebalancing.
While early development has centered on Smart Beta strategies, the framework is built to accommodate a broader set of systematic approaches, including overlay and systematic arbitrage strategies. It will be accessible both through an API and via an AI agent capable of generating and adjusting strategies through natural language interaction. This engine serves as the analytical core of our upcoming portfolio management system and represents a foundational step in the firm’s broader institutional roadmap.
A technical validation paper detailing the architecture, methodology, and internal replication process will be published in August 2025, titled BIASafe Smart Beta Engine: A Transparent, Customizable, and AI-Native Framework for Factor Index Design.
"We’ve been working on this engine with one goal in mind: to build something researchers would actually use. Transparency, reproducibility, and control were central to every design choice. Publishing our validation paper is an important step, not just to show what we’ve built, but to invite rigorous feedback from the community."
Portfolio Management System: Scope Finalized
Over the same period, BIASafe AI has completed the technical and functional scoping of its Portfolio Management System (PMS). Designed as the operational backbone of our institutional offering, the PMS will consolidate research, execution, compliance, and reporting into a single environment.
Discussions with prospective technology providers & stakeholders have now concluded, allowing development planning to formally begin. This system will serve as the infrastructure layer for systematic asset managers, with the goal of embedding intelligent strategy design, monitoring, and compliance into a unified workflow.
About BIASafe AI
BIASafe is the end-to-end operating system for systematic investing. We provide asset managers and family offices with a pre-built, institutional-grade platform that allows lean investment teams to build and launch production-ready systematic mandates in minutes rather than months, without the quant infrastructure overhead. By eliminating the need to recruit an engineering team or maintain internal data pipelines, we enable firms to refocus their resources on proprietary research, client relationships, and AUM growth.
