Categorization of Digital Wealth Management

 

Mass-Standard Robo Advisory

Automated servicing of self-directed customers

Offers a fully automated and standardized offering for retail and massaffluent customers. Little personal interaction and no or very limited optionality to influence the portfolio or the investment strategy once the profiling has been done.

 Factsheet

Individualized Robo Advisory

Sophisticated servicing of investors

Offers a holistic portfolio management platform to manage investments as professional investors do – in a self-directed way. Comprehensive robo advisor technology is a key element to achieve this. Limited human interaction with the advisor is possible.

 Factsheet

Robo Assisted Mobile Advisory

Enabling advisors

Supports the advisor during personal client meetings. Client-specific investment universe, rules and reports, research, workflows and more help to provide a comprehensive advisory experience for clients.

 Factsheet

Digital Private Banking

The new advisory experience

A fully digitized and holistic private banking offering with robo advisor technology assisting the customer, advisor and the collaboration between the two. While the client has a comprehensive view on his situation, human interaction is key. The advisor can offer their clients highly sophisticated and individualized investment strategies.

 Factsheet

 

Digital Private Banking

Digital private banking facilitates the consultant’s work and creates a higher customer loyalty.