Digital Investment Advisory Platform

Digital Investment Advisory. Built on Expertise.

UnRiskOmega brings risk analytics, portfolio management and regulatory diligence into a single platform — so advisors can advise with substance and clients can decide with clarity.

Trust

Clients who trust us

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Leading Swiss and European institutions rely on UnRiskOmega for their day-to-day advisory work.

What sets us apart

Six reasons why banks rely on us.

Advice with substance

Risk, allocation and scenario analytics that work in the client conversation — not just in the back office.

Swiss diligence

Built for the requirements of FINMA, FIDLEG and MiFID II. Auditable, documented, traceable.

Modular and scalable

Start with the base solution. Extend at the pace of your firm — without data migration.

Hosting in Switzerland

Your data stays in ISO 27001 certified Swiss data centres — encrypted, tenant-isolated, audited.

Quantitative depth

Methods from the quantitative research desks of leading banks — packaged for everyday advisory work.

Reliable partner

Named contacts, transparent roadmap, predictable releases. We grow with your requirements.

Investment Advisory Platform

URO CoreThe platform behind your advisory channels.

URO Core is the technological foundation of UnRiskOmega: a unified data model, a shared analytics engine and a consistent user experience. Five solutions build on it — use them individually or combined.

  • Unified data model across all solutions
  • Shared analytics engine, hosted in Switzerland
  • Extensible — activate solutions as you need them
Platform architecture
Administration Tool
URO Solutions
URO Advisor
URO Self Invest
URO Self Pension
Third-Party API Layer
URO Core
Business Logic
Data Layer
Market data · Client data · Positions
Use cases

Designed for the reality of institutional advisory.

Private banking, retail banking, hybrid advisory and self-service solutions — four business models, one platform. We understand the differences.

Platform at a glance
25+
Banks as clients
1,000+
Active client advisors
500,000+
Portfolios under management
100,000+
Investment instruments valued
Get in touch

Let's talk about your advisory process

In a 30-minute demo we walk you through the platform using your own scenarios.

Request a personal demo