Personalised index
tracking.

Keep the simplicity and low cost of index investing — while choosing what you do and don't want exposure to.

A composition of cream and beige discs with a single black disc — representing personalised exposure within a familiar index.
Built for platformsFor wealth managersFor asset managersFintech infrastructure

01 — The gap

Passive solved access.
It didn't solve personalisation.

ETFs and index funds made diversified market exposure simple. But they remain one-size-fits-all. Investors can choose the index, not the exposure inside it.

01

Traditional ETFs

Efficient, diversified and scalable — but the same exposure for every investor.

02

Stock picking

More control — but higher complexity, concentration risk and management burden.

03

Direct indexing

Powerful personalisation — but often complex, expensive and operationally heavy.

02 — Product

A new layer between
ETFs and direct indexing.

A single dark sphere set apart from a cluster of cream stones — illustrating selective exposure within a familiar index.
01

Choose a base index

Start from recognised benchmarks like NASDAQ, S&P 500 or global equities.

02

Apply preferences

Exclude, reduce or tilt companies, sectors, themes or concentration levels.

03

Maintain broad exposure

Keep the logic of diversified passive investing — not stock picking.

04

Show the impact

Every adjustment is visible through clear exposure and tracking views.

03 — How it works

Index. Preferences. Personalised exposure.

Input

Index

NASDAQ · S&P 500 · MSCI ACWI

Layer

Preferences

Exclude · Reduce · Tilt

Output

Personalised exposure

Broad market, shaped by intent

Step 01

Base exposure

Start with a recognised index or model portfolio.

Step 02

Personalisation layer

Preferences are applied at the investor or client level.

Step 03

Custom exposure

A personalised version of the original exposure, shown transparently.

04 — For partners

Built for the next phase of passive investing.

The next opportunity isn't another index. It's the ability to make index exposure more personal — without losing efficiency.

Cream sculptural blocks with one black cube standing apart — representing partner-built personalisation.

Platforms

Add a personalisation layer to existing investment journeys.

Wealth managers

Offer clients tailored exposure without bespoke portfolios.

Asset managers

A new wrapper around passive products and index-based strategies.

05 — Use cases

Practical personalisation, without stock-picking.

Concentration

"I want NASDAQ exposure, but less concentration in a handful of mega-caps."

Sector tilt

"I want global equity exposure, with selected sectors reduced."

Exclusions

"I want to exclude specific companies without rebuilding a portfolio manually."

Client offer

"I want to offer clients a more personal version of a familiar index strategy."

Transparency

"I want the transparency of personal preferences with the simplicity of an index."

06 — Why FLEXITRACKR

Passive at the core.
Personal at the edge.

1 layer

Between ETFs and direct indexing

3 actions

Exclude, reduce or tilt

100%

Transparent exposure & tracking

07 — Partner preview

Personalised index tracking.
Built for partners.

We're speaking with selected partners across platforms, wealth, asset management and fintech infrastructure.

For platforms, advisers, asset managers and fintech infrastructure partners.

Confidential Partner-facingContact the team