Use cases

Digital advisory that connects.

Private banking, retail banking, hybrid advisory and self-service solutions — four core use cases, one platform. We understand the differences and how they interact.

Private Banking

Digital support for sophisticated advisory processes and individual client needs.

Features

Comprehensive investment and risk analytics
Support for complex advisory processes
Integration with existing core banking systems

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Retail Banking

Efficient and scalable investment advisory for standardised investment and pension solutions.

Features

Lean advisory and pension processes
Digital fund savings plan and pillar 3a solutions
High automation across the advisory process

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Self-Service Solutions

Fully automated self-service solutions for digital investing and pension saving.

Features

Digital portfolio onboarding and management
Integration with e-banking and mobile banking
Automated rebalancing and compliance

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Hybrid Advisory

Personal advisory and digital client interaction on one shared platform.

Features

Digital client interaction
Investment campaigns and proposals
End-to-end client experience across all channels

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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