Portfolio Showcase
Explore real client implementations of Alpha Magnet's interactive dashboard solutions. Each showcase demonstrates how we transform complex financial data into compelling client experiences.
Thematic Scorecard
Proprietary Stock Evaluation
Transform generic financial metrics into a visual scorecard that showcases your firm's unique investment criteria and qualitative thesis.
Key Results:
- 45% increase in prospect engagement
- 3x longer session duration
- 67% conversion to demo
Conviction Spectrum
Portfolio Conviction Visualization
Visualize your firm's conviction levels beyond portfolio weights, showing strategic thinking and deliberate risk management.
Key Results:
- 52% increase in AUM inquiries
- 4.2x demo conversion rate
- 89% client satisfaction
Interactive Case Study
Dynamic Investment Stories
Transform static PDFs into engaging, interactive timelines that bring your research process to life.
Key Results:
- 78% completion rate
- 5.6x social sharing
- 43% lead generation increase
Competitive Moat Matrix
Strategic Industry Analysis
Plot industry players on a powerful 2x2 matrix using proprietary scores for management quality and competitive advantages.
Key Results:
- 61% increase in institutional interest
- 2.8x meeting requests
- 94% accuracy rating
Risk Factor Radar
Multi-Dimensional Risk Profiling
Create visual "fingerprints" of company risk profiles using multi-axis radar charts for sophisticated risk comparison.
Key Results:
- 73% improvement in risk communication
- 4.1x client retention
- 56% faster decisions
Idea Generation Funnel
Investment Process Transparency
Demystify your "secret sauce" by visualizing how you narrow the entire market to portfolio candidates.
Key Results:
- 85% trust score increase
- 3.4x process confidence
- 67% methodology adoption
Interactive Valuation Lab
Client-Facing Valuation Models
Empower prospects with simplified, interactive versions of your valuation models to demonstrate data-driven approach.
Key Results:
- 92% model engagement
- 5.2x technical credibility
- 48% faster closes
Sector Momentum Heatmap
Macro-Level Strategy Visualization
Showcase macro thinking with dynamic sector heatmaps colored by proprietary opportunity scores.
Key Results:
- 69% macro strategy clarity
- 4.7x allocation discussions
- 81% strategic alignment
ESG Impact Ledger
Data-Driven ESG Analysis
Cut through greenwashing with clear, data-driven ESG report cards that prove rigorous analysis framework.
Key Results:
- 76% ESG credibility boost
- 3.9x sustainable investing interest
- 91% transparency rating
Performance Attribution Bridge
Transparent Performance Analysis
Radical transparency through waterfall charts that break down performance attribution for sophisticated investors.
Key Results:
- 88% transparency score
- 6.1x institutional confidence
- 72% attribution clarity
Ready to Transform Your Client Experience?
See how these solutions can be customized for your firm's unique investment approach and client base.
Each implementation is custom-built to reflect your firm's unique investment philosophy and brand.