Product – Thaleon

Thaleon is an institutional-grade Advisor Intelligence Platform that connects client understanding, portfolio analytics, and explainable recommendations.

It enables financial advisors and institutions to operate with consistency, confidence, and compliance at scale.

What is Thaleon?

Thaleon provides software tools for analytics, portfolio analysis, risk profiling, optimisation, reporting, and decision support. The platform is designed to support client acquisition, analysis, and long-term advisory services on a single integrated system. Thaleon does not provide financial, investment, or professional advice. All outputs are intended for professional use by licensed financial advisors and institutions.

Platform Capabilities

Persona Intelligence Layer

Bring together client profiles and risk preferences in a structured view to support professional investment assessment and planning.

Portfolio Analytics & Optimization Engine

Evaluate allocations, assess risk alignment, and identify optimization opportunities with structured portfolio insights.

Narrative & Explanation Engine (VIA AI)

Distill complex analysis and clarify investment terminology, supporting clearer communication and client understanding.

Policy & Compliance Control Layer

Support structured IPP and risk parameters to maintain ongoing policy alignment and regulatory compliance.

Trusted Data Foundation

Built on Morningstar data with coverage across nearly all major fund management companies in Malaysia.

Professional Reporting

Generate fund analysis PDF exports and structured reports to support client presentations and compliance documentation.

Who is Thaleon For?

  • Financial advisors, planners, and agents seeking structured analytics and reporting tools
  • Firms and organisations deploying advisory technology under enterprise or white-label arrangements
  • Institutions requiring compliance-aligned portfolio management workflows

Data & Coverage

Thaleon is built on authoritative data sources including Morningstar, with coverage across nearly all major fund management companies in Malaysia. The platform provides access to fund options from a wide range of trusted distribution partners, enabling advisors to make informed, data-driven decisions.

Pricing

Thaleon is available in three plans designed to serve different advisory needs:

Thaleon Explore

Get familiar with Thaleon before you commit.

MYR 0 / month

10 AI Credits / month

Thaleon Go

The complete core investment platform for financial advisors — research, portfolios and VIA.

MYR 99 / month

50 AI Credits / month

Thaleon Pro

Everything in Go, plus Thaleon Copilot and AI-powered workflows.

MYR 249 / month

500 AI Credits / month

Enterprise pricing is available for firms with custom requirements. Please contact us for details.