Investment Advisory Platform

URO Core — One platform, five solutions.

Pick the solution that fits your business model — from structured advice through digital self-service investing to regulated pension.

URO Advisor Basic

Digital advice for simple investment and pension solutions. Efficient, clear and focused on what matters.

End-to-end digital investment advisory for the highest efficiency and quality. For comprehensive and demanding advisory processes.

Combine digital and personal investment advisory seamlessly. Client interaction directly in e-banking and mobile banking.

Digital self-service investment platform – from fund savings plans to ETF wealth management, fully automated.

Digital self-service pension solution for pillar 3a – from strategy funds to ETF portfolios, fully automated.

Get in touch

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