Active digital advisor Position Huygens as a specialized active digital investment advisor for individuals and liquid alternative strategies for institutions, highlighting a data-driven system that adapts portfolios during market stress to reduce client risk.

Low-cost liquid ETFs Emphasize the use of highly-liquid, low-cost ETFs with self-hedging design to attract cost-conscious investors and institutions seeking transparent, scalable exposure across global equities and bonds.

Personalized portfolio builder Leverage the portfolio builder offering to upsell tailored solutions combining global equities, bonds, passive and active downside-risk managed portfolios to broaden client wallets.

Market signals Promote the value proposition of market stress signals delivered via email to drive ongoing engagement, early opportunity outreach, and incremental advisory subscriptions.

Growth potential Identify synergy with mid-sized to large fintechs and other advisory platforms by highlighting scalable technology stack and potential cross-sell into institutions seeking liquid alternatives and risk-managed solutions.