Built on Real Experience, Driven by Innovation
We started Hexflow Systems because we saw too many investors struggling with manual portfolio management. After years in traditional finance, we knew there had to be a better way to automate smart investment decisions.
Our Journey
From a small team of finance professionals to a trusted automation platform, here's how we built something that actually makes a difference for Canadian investors.
The Problem Becomes Clear
Working at traditional investment firms, we watched clients miss opportunities because manual rebalancing took too long. Market conditions change fast, but portfolio adjustments were still happening on quarterly schedules.
First Prototype
We built our first automated rebalancing system using our own portfolios as test cases. The results were encouraging – we were catching market shifts within hours instead of months, and our risk management improved significantly.
Halifax Office Opens
We established our headquarters in Halifax to serve Canadian investors better. Being based in Canada means we understand the specific challenges of managing CAD portfolios and navigating Canadian tax implications.
Platform Evolution
After processing thousands of portfolio adjustments, we refined our algorithms based on real performance data. We also added custom rule settings so investors could maintain their preferred risk levels while benefiting from automation.
Meet the People Behind the Platform
We're a small team of finance professionals and software developers who got tired of watching good investment strategies fail due to slow execution. Each of us has worked in traditional finance, so we understand both the technical challenges and the real-world pressure investors face.
"Most investment automation feels like it was built by people who never actually managed money. We've been there – staying up late recalculating allocations, missing rebalancing windows because of market volatility. That experience shapes everything we build."
Our backgrounds span portfolio management, quantitative analysis, and software architecture. But what really drives us is knowing that good automation can help people stick to their investment plans instead of making emotional decisions during market turbulence.
Kieran Voss
Chief Technology Officer
Kieran spent eight years building trading systems for institutional investors before joining us. He's the one who figured out how to make our rebalancing algorithms work reliably even during volatile market conditions. When he's not optimizing code, you'll find him analyzing why certain allocation strategies perform better in Canadian markets.
What Actually Matters to Us
These aren't just nice words on a website. They're the principles that guide every decision we make about our platform and how we work with investors.
Speed Without Recklessness
Automation should be fast, but not impulsive. Our systems can execute portfolio adjustments quickly while still maintaining the careful risk assessment that protects your investments.
Transparency Over Complexity
You should understand exactly what our platform is doing with your portfolio. We explain our algorithms in plain language and show you why specific adjustments were made.
Conservative by Design
We built our risk management with the assumption that markets will behave unpredictably. Our automation includes multiple safeguards to prevent over-trading and excessive risk exposure.
Canadian Context
Being based in Canada means we understand currency hedging, RRSP optimization, and tax-efficient rebalancing strategies that matter for Canadian investors.
Why We Keep Building
Good investment strategies fail when they're not executed consistently. We've seen too many people abandon solid long-term plans because manual portfolio management becomes overwhelming during market stress. That's the problem we're solving.