We want to be the premier partner when it comes to digital innovations in asset & wealth management.
We not only help our clients to design the digital customer interface, but also specifically to exploit efficiency and automation potentials along the entire value chain.
Ultimately, it is our intention to open up business opportunities for our customers that are only made possible by digital innovations.
We are specialised in:
Strategy:
- Strategy in a Digital World
- FinTech / Blockchain Applications
- IT Strategy & Architecture
Asset Management / Portfolio Management:
- Investment Process: Structuring, Implementing and Measuring
- Performance: Measurement, Contribution and Attribution
- Risk Measurement
- Investment Controlling
- Client Reporting
- GIPS
- Portfolio Management Systems
- Financial Instruments: Static Data, Prices and Figures
Client Management:
- Front and Advisory Processes in Private Banking
- Mobile & eBanking
- CRM in Private Banking
- Asset Allocation Modelling and Investment Proposals
- Client Profiling
Avaloq Banking System:
- Portfolio Management
- Investment Performance incl. Appraisal & Attribution
- Client & Investment Reporting
- MiFID
- Securities Master Data