API Based Withdrawal Algorithms

B2B white label solutions for asset managers, banks and insurance companies.

Trinity Withdrawal API

Our Trinity Service offers asset managers, banks and insurance companies the possibility to offer automated withdrawal plans. The actuarially tested and scientifically based strategies can be integrated into your existing IT infrastructure via API.

Historical Backtesting

Would a withdrawal strategy be successful in the past? Individual portfolios can be linked to withdrawal strategies. By historical backtesting, the success rate can be checked with real life data.

Monte Carlo Simulations

What is the probability of success of a given withdrawal portfolio in combination with a withdrawal strategy? Our API-based Monte Carlo simulations provide information about the probabilities of success based on volatility and yield datasets.

Withdrawal Rate and Asset Allocation Calculation

Trinity enables the calculation of the optimal withdrawal strategy and helps to find the optimal portfolio for client's withdrawal strategy.