Implementation examples from recent years
Insurance solution
- MiFID II compliant advisory solution for unit-linked life insurance
- Integrated customer and consultant portal
- Complex order management
- Automated buying and selling analysis
- Optimized portfolio monitoring
Processing solution
- Processing of the entire securities business of external distributors (e.g. Swiss Life, Surpris, OVP, FinanzAdmin, Ariconsult) via the platform as a custodian bank
- Offers all the advantages of financeManager
- Integrated customer and consultant portal
- Fully electronic customer-, account- and custody account management for third-party distributors
- Automatic portfolio monitoring
- For Web, iOS and Android
Robo Advice Solution
- Detailed portfolio analysis
- Automatic creation of buy and sell orders based on a predefined product range
- Automatic textual justification for buy and sell transactions (expert system)
- Portfolio optimization based on risk and/or fees
- Automatic adjustment of the portfolio to the customer profile
- Automatic offer creation with individual editing option