Advisory Suite
The advisory suite empowers financial advisors to deliver goal-based, individual, realistic and sustainable investment and insurance advice to your private and institutional clients.
By taking important life events into account, the solution is not only suitable for banks, wealth managers and family offices, but also for insurance companies.
Select the suitable modules and customise them to your needs. This modular solution allows great flexibility regarding customisation.
Simple Suite
Provide a straightfowrad, digital advisory solution to your clients in an easy-to use way.
Lead them through any advisory process with or without the help of an advisor (omnichannel solution).
Select the modules you want your clients to have access to and tailor the client journey to their needs.
Mobile Suite
Allow your clients to access simplified financial planning functionality from any mobile device, e.g. calculation of the pension gap.
Choose the appropriate modules and customise the use cases and the client journey to your needs, e.g. for lead generation.
Apps
Integrate our apps seamlessly into your online environment, as an e-banking add-on or a service to your website.
Quantitative Modelling Engine
Access our asset liability management intelligence and additional functionalities via REST APIs based on modern technology. Design and develop the front-end and the client journey yourself based on your needs.
