Appenzeller Kantonalbank adopts URO Advisor Pro for investment advisory

Appenzeller Kantonalbank will use URO Advisor Pro to support its digital investment advisory. The solution supports advisors across the entire advisory process – from investor profiling through portfolio analyses to portfolio monitoring.

With URO Advisor Pro, the bank gains access to comprehensive analytics and simulation capabilities as well as integrated risk and compliance functions. The solution is seamlessly integrated into the existing system landscape.

Together with the bank we look forward to continuously developing the solution further and adapting it to new requirements.