Finnova and UNRISKOMEGA further expand their partnership.

With the deep integration of UNRISKOMEGA into the Alpha employee workplace, we are now taking the next step towards a seamlessly integrated advisory solution: banks gain access to an end-to-end digital investment advisory environment — from investor profiling and comprehensive risk and portfolio analyses through to the investment proposal and its implementation.

We are also expanding our collaboration into the areas of Hybrid Advisory and Self-Service. With UNRISKOMEGA’s hybrid and self-service solutions, banks can complement their personal advisory services with digital end-customer processes integrated into Web Banking and Mobile Banking — for example for investor profiling, investment proposals, health checks, or portfolio analyses. At the same time, investment and pension solutions can also be integrated directly into digital channels as fully self-service processes.

The expanded partnership thus supports key use cases in investment and pension advisory:

• digital investment advisory, seamlessly integrated into the Alpha advisor workplace
• hybrid investment advisory in Web Banking and Mobile Banking as a digital communication and interaction channel between investment advisor and client
• self-service investment solutions for non-pension assets, such as fund savings plans with strategy funds or discretionary portfolio management mandates with ETF building blocks, direct investments, and automated rebalancing
• self-service securities-based pension savings in pillar 3a, also with strategy funds or discretionary portfolio management mandates with ETF building blocks and automated rebalancing

The expanded partnership combines finnova’s platform strength with UNRISKOMEGA’s expertise in digital investment advisory, quantitative analysis, and regulatory requirements.

For banks, this creates a future-ready foundation for efficient, transparent, and digital investment and pension processes — with fewer manual interfaces, consistent data across the entire advisory process, and more room for high-quality client interactions.

We very much look forward to the next steps together with finnova.