Novel Offering
Indexed equity portfolios that clearly differentiate from the crowded ETF-based competition or self-directed brokerage.
For Digital Investment Platforms
Disintermediate Asset Managers.
Realist drives down costs and improves margins for institutional users. Differentiate your service offering with bespoke single-asset discretionary accounts.
Why Digital Platforms Choose Realist
Margin Control
Take back product margins from asset managers by owning more of the investing value chain.
Premium Positioning
Enhance your brand through bespoke services and hyper-personalized client functionality.
Platform Capabilities
Physically Replicated Indexes
Fully transparent, no hidden risks, no middle men
Active Strategy Support
Customizable active overlays.
Diligent Execution
Rules-based portfolio management.
Scalable Custom Strategies
Built for mass customization.
Deep Personalization
Account-level stock inclusions, exclusions, and preferences.
Active Tax Optimizations
Localized for German taxpayers.
Platform Use Cases
MP
Maximilian Profits (36)
Scenario: Maximilian is browsing the offering of Proper Broker, an online brokerage platform that recently introduced direct indexing as an alternative to ETF and fund products. He has been wondering if he could improve his after-tax returns. Two years ago he started manually selling winning positions in December to utilize annual tax-free allowances.
Outcome: He discovers that his broker's direct indexing offering unlocks tax-smart optimizations that improve after-tax returns. He decides to roll over part of his index fund allocation.
SL
Sebastian Leepy (50)
Scenario: Sebastian has tried active trading in the past and failed. He does not have the time or insight to pick stocks, but he wants control and does not like having no say in where his money is invested.
Outcome: When he is onboarded to the Realist-powered white-label solution of his neo-broker, he is delighted. He gets broad global exposure while still being able to tilt the portfolio to his preferences.
LP
Laura Popp (29)
Scenario: Laura already has crypto and precious metals investments and wants to balance that with a low-cost global equity allocation. She looks at the top holdings of MSCI World and disagrees with some of them. She dislikes Nestle and BAT, but wants the rest.
Outcome: She selects the global equities tracker and sets hard exclusions for the stocks she dislikes. She can express her preferences without sacrificing low product costs.
Institutional Trust
Realist is a Berlin-based company with close to 100 years of combined team experience across banking and investment management. The company is seeking regulation by BaFin and Bundesbank.
Critical services such as cash management and custody are outsourced to high-quality banking partners, ensuring end-client assets are handled with institutional-grade standards.
Integration Models
SaaS Model
Consume our purpose-built API to integrate our functionality into your existing platform while maintaining your own custody and execution relationships.
Full Service
End-to-end solution including powerful execution rails and custodial services from our partner network.
