Baton Technologies

The gap — Across Southeast Asia, high-quality investment guidance remains concentrated among wealthier clients. Emerging-affluent and younger investors are often left with execution-only platforms, static portfolios or fragmented information. Financial advisers, meanwhile, need to deliver personalised, research-driven guidance efficiently to a broader client base.

Our platform — Baton is a working, cloud-deployed investment platform that combines institutional-grade thematic research, quantitative analysis and agentic AI. It provides personalised onboarding, conversational portfolio guidance, stock and fund selection, and continuous market monitoring.

Our edge — Baton brings these capabilities together: proprietary research provides the investment view, quantitative methods add discipline and consistency, and AI translates complex analysis into personalised, accessible guidance. A seven-agent pipeline assesses market events against the house view and each portfolio, surfacing what matters. Recommendations include rationale, key risks and counter-views, while allocations, fees and backtests are computed deterministically in code.

In market today — Two financial advisory firms and 30 financial planners use Baton with clients and provide ongoing product feedback. Basic Mode presents insights in plain language, while Expert Mode gives advisers deeper analysis. Partners can incorporate their own research, house views, investment universes and ESG or Shariah requirements.

Why it matters — By keeping technology costs low, Baton helps advisers serve more clients efficiently, extending research-driven investment guidance to people who may not otherwise have access to it. This lowers the cost of personalised guidance while increasing adviser capacity without proportionally increasing manpower.

Our goal — Make institutional-quality investment intelligence accessible to more people across Southeast Asia.