MDOTM
by MDOTM Ltd
Information provided by MDOTM Ltd, reviewed by Builders in Fintech.
AI platform for portfolio construction, rebalancing and reporting
- Category
- Wealth and investing
- API
- Not available
- Markets
- United Kingdom, United States
MDOTM provides AI-driven investment technology for asset and wealth managers, banks, insurers and family offices. Its platform, Sphere, has three modules: AI-driven investment insights for strategic and tactical asset allocation, including market regime analysis; portfolio construction and rebalancing at scale with customisable constraints and views; and StoryFolio, which uses generative AI to write portfolio commentaries and client reports. Sphere is a no-code platform designed so investment professionals stay in charge of decisions. MDOTM was founded in London in 2015 and has offices in New York and Milan. The company says Sphere supports more than $100 billion in assets across 60+ financial institutions.
Agent-Ready 0/5
- Discoverable — Can an agent find and read it?Not found on 3 November 2026
- Documented — Can it understand the API without a login?Not found on 3 November 2026
- Testable — Can it try the API without a sales call?Not found on 3 November 2026
- Connectable — Can it connect directly (MCP)?Not found on 3 November 2026
- Trusted — Can it see who runs it securely?Not found on 3 November 2026
Not in our registers
Standard v0.1.1 · checked 3 November 2026
Company-provided, not part of the CC BY dataset.