Clients

Wealth Platforms & Advisors

Thematic investing made clear and personal.

Onthos helps wealth platforms and advisors bring themes to life for their clients: discover themes, compare products by what they really hold and build portfolios that reflect each client’s views. Every exposure is explained with evidence, and your firm’s own research is put to work across teams and AI workflows.

Theme Discovery & Search

Product Comparison by Theme

Portfolio Transparency & Personalisation

Institutional Knowledge & AI Workflows

Core use cases

01

Theme discovery and exploration

Let clients search and browse themes by interest or trend, powered by the Theia Insights Industry Classification.
Show the companies, ETFs and related themes behind each theme, with evidence.

02

Product comparison by theme

Compare ETFs and funds by their actual thematic exposure rather than by name or label.
Help advisors match products to a client’s investment views.
Surface unexpected exposures and gaps between products.

03

Personalised portfolios

Build portfolios around a client’s interests and values with Concept2Universe and the Theia Insights Industry Classification.
Highlight concentrations and drift with our Thematic Factor Models.

04

Institutional knowledge and AI workflows

Uncover hidden knowledge across your firm’s research and client materials through Onthos Infrastructure.
Serve evidence-linked facts to advisor tools, applications and AI agents while reducing LLM cost.

Get started

Bring themes to life on your platform.

Talk to us about theme discovery, product comparison and personalised portfolios, and putting your firm’s knowledge to work.

Who is Onthos for?

Asset Management

Investment decisions & research

Index & ETF

Index & product creation

Investment Banks

Baskets, structured products & QIS

Hedge & Quant Funds

Alpha generation & risk management