Package 05 · Investment Models · for South African FSPs

A model built on your investment philosophy, explainable one trade at a time.

We build a signal and ranking model on your philosophy and data, test it honestly with JSE costs and capacity, run it live in shadow, and hand it over with the governance your investment committee needs.

Start with 10 free hours

From R1,250,000, fixed
Running live in shadow by the end of Phase 2
Last 30% only when your test passes
Everything in your name

What you get, phase by phase

For boutique asset and wealth managers who select securities.

What it feels like now

Vendor scores are black boxes, generic factors ignore your process, backtests overfit, and JSE liquidity gets left out until it costs you.

Where others stop

Data vendors sell data, platforms sell a score, and contractors leave without documentation.

What we do

Pre-registered research plan and walk-forward backtests with JSE costs, on point-in-time data that keeps delisted names
Capacity and liquidity analysis for your mandates
Per-name explanations and an investment committee pack
Model documentation and model-risk governance

Phase 1 · Develop
Capture your philosophy and constraints, audit the data, research the signals and backtest them honestly.
Phase 2 · Implement
Live shadow run, dashboards with per-name explanations, and the investment committee pack.
Phase 3 · Hand over
Documentation, model-risk governance, training and the production pipeline in your environment.

Your acceptance test

The model runs in your environment, reproduces the signed-off backtest, tracks it through the shadow run within the tolerances your committee set, and your team operates it unaided.

From R1,250,000

Per model. Excl. VAT. 40% on signature, 30% at go-live, 30% when your test passes.

Optional afterwards: R35,000 a month for monitoring, quarterly recalibration and drift reports for your committee (12-month minimum).

Start with 10 free hours

The other four packages

We run one package at a time, so the first is handed over and working before the next begins.

Compare all five on one page

How it works

Phase 0: information gathering. Here is what happens.

The first 10 hours are on us: no invoice and no obligation. At the end you keep the written findings whether or not you go ahead.

Step 1
First call
Thirty minutes online. You tell us what isn't working; we ask how the work gets done today.
Step 2
We read your log
You note what isn't working on our private form. An automatic email with your next steps arrives within a minute; the people assigned to your firm read the log itself within one working day.
Step 3
An engineer at your office
Your engineer sits with the people doing the work and logs every problem as it really happens.
Step 4
Assessment
What each problem costs you, what has to be in place first, and which package fits.
Step 5
Findings and a fixed price
Written findings you keep either way, and one package at one fixed price if it is worth building.

Your log stays private

You write down what isn’t working on our confidential form. It is encrypted, read only by the people assigned to your firm, and never sent to an AI model or anyone else.

Next steps in a minute

As soon as you send the log, you get an email that says what we heard, which package fits, what we need from you, and how the three phases would run.

One engineer, on site

If you go ahead, a forward-deployed engineer works inside your firm two days a week through all three phases: one person who knows your files, your people and your systems.

Why fixed packages

We cost more than an hourly project. Here’s what that buys.

Most AI work billed by the hour never leaves the pilot. We price the outcome instead, and we carry the risk of getting there.

	Typical hourly project	A MAKGLOBAL package
Price	An estimate, then change requests	Fixed before we start
Who builds it	Whoever is free that week	One named engineer, on your site
When you pay the last part	On delivery, whether it works or not	When the acceptance test agreed before Phase 1 passes
Who owns it	Often the vendor’s accounts and licences	Your company, from the start of Phase 1
After handover	A support contract you need	Your team runs it; ongoing care is optional
Rules	Generic	Built around FAIS, POPIA and the cyber resilience Joint Standard

Talk to a person

Want to know more before you start?

Ask us anything about a package, the price or how the three phases would run in your firm. You will speak to a person.

Leave your number on the free hours form and choose “call me back”. A person phones you within one working day.

Or email hello@makglobal.africa.

Claim your 10 free hours

Questions

Questions people ask

How long does a package take?

Every package runs in three phases: develop, implement and hand over. We agree the dates for each phase with you in the first week, put them in the scope sheet you sign, and hold ourselves to them.

Why are you more expensive than other providers?

Because you are buying a working result with a test attached, not hours. The price includes redesigning the work with your people, building it on your accounts, an engineer on site through all three phases, training, documentation and handover. If it does not pass the acceptance test, you do not pay the last 30%.

What if it doesn’t pass the acceptance test?

We keep working on it at our own cost until it does. If it still doesn’t, the final 30% is never invoiced. The test is written with you before Phase 1 starts, so we both know what “working” means before any build starts.

Can we take two packages at once?

We run one at a time. The first is handed over and working before the second begins, and the second goes faster because we already know your firm. It keeps the price fixed and the focus on one result.

Is the confidential log really confidential?

Yes. It is encrypted before it is stored, only the people assigned to your firm can read it, it is never pasted into an AI tool, and the internal notice we send says only that a log arrived, not what is in it. We sign a mutual NDA before your visit.

Do you work outside financial services?

Not at the moment. Our references, templates and test sets are built for advice practices, wealth and asset managers, insurers, lenders and fiduciary firms, and the 10 free hours are for firms of five or more people.

What does the optional monthly fee cover?

Monitoring, model and API changes, fixes when a system you use changes, and a monthly review. It is month to month and cancellable on 30 days’ notice (Investment Models: 12-month minimum). Handover is designed so you can run everything without it.