Swiss fintech firm Avaloq has joined forces with local technology provider swissQuant to build a new wealth advisory solution that will offer personalised investment advice in line with clients’ specific goals.

The new solution, dubbed Wealth Advisor Module, will create a securities portfolio based on client’s preferences as well as monitor the realisation of the set targets.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

The solution is based on the web technology of Avaloq Digital Suite. Complex calculations such as selection of the ideal strategy to help clients achieve targets or the monitoring of the success will be made with technology provided by swissQuant.

“In this innovation project, the swissQuant Group is elaborating a novel approach based on a dynamic investment strategy that demonstrably outperforms conventional, static allocation methods,” Avaloq said.

The solution will be first implemented at Switzerland-based Thurgauer Kantonalbank.