Digital investment advisory for sophisticated client needs
UnRiskOmega supports private banking teams with digital solutions for delivering sophisticated advisory and discretionary mandates — from in-depth portfolio analytics to cross-channel client interaction.
Typical challenges
Mapping complex client needs efficiently
Individual portfolios, regulatory requirements and high expectations for advice and service increase the complexity of the advisory process.
Consistent advice across all channels
Clients expect the same quality in a personal conversation as in a digital channel.
Ensuring transparency and traceability
Analyses, recommendations and investment decisions must be clear, documented and regulatorily auditable.
How UnRiskOmega helps
Substantive advice with quantitative depth
Comprehensive risk, scenario and allocation analyses support advisors with demanding investment decisions.
Compliance integrated into the advisory process
FIDLEG, MiFID II and internal bank rules are checked and documented automatically.
Hybrid advisory for modern client interaction
Personal advice and digital interaction come together on one platform — including investment campaigns and portfolio monitoring.
Recommended solutions
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