Finnova and UnRiskOmega agree on product partnership

Finnova and UnRiskOmega have agreed on a product partnership in the area of digital investment advisory. UnRiskOmega's advisory solution will be integrated into Finnova's bank-employee workspace and extend the existing Investment Cockpit with comprehensive advisory and analytics capabilities.

Expanding digital investment advisory

The joint solution supports banks across the entire advisory process — from investor profiling and investment proposals to portfolio monitoring and transaction execution. The partnership aims to make modern digital investment advisory accessible in particular to small and mid-sized banks within the Finnova community.

Integrated risk and compliance capabilities

The solution provides analytics and simulation tools for advisory and integrates a powerful risk engine as well as a flexible rule engine. Regulatory requirements such as FIDLEG can thereby be addressed efficiently within the advisory process.

Seamless integration into the Finnova Banking Software

Through the integration into the Finnova Banking Software, banks benefit from end-to-end advisory within their existing system landscape. The shared product vision also ensures that the solution can be used in the next generation of the bank-employee workspace.

Voices on the partnership

“With the joint solution, comprehensive investment advisory capabilities also become available to smaller and mid-sized banks.” — Samuel Scheidegger, Chief Product Officer, Finnova

“The integration enables seamless end-to-end advisory and creates substantial efficiency gains for investment advisors.” — Marc Aeberhard, CEO, UnRiskOmega