Design and validation of large-scale risk systems across various asset classes and products. Validation of risk management policies: credit risk, stress testing, margining, collateral and liquidity management. Experts with relevant experience in top-tier institutions both in the financial industry and in academia.
CleaRisQ is a cutting edge, market proven portfolio risk engine including: Customization of risk models to suit each financial institutions particular risk requirements (VaR, CVaR, FHS VaR and more). Real-time risk aggregation, analytics and monitoring. Real-time margin and collateral haircut requirements. Back-testing and stress-testing on the same data set and code base. Technology that complies … Continued
Our Goal Based Wealth Management module introduces a new era of holistic financial advice by bridging the gap between traditional financial planning and modern investment advice. Client profiling becomes an interactive experience centered on the client’s goals. With the full financial situation modelled, future scenarios are visualized and the feasibility assessed in order to determine … Continued
Based on an asset allocation as determined by a sophisticated optimizer, DynamiQ displays risk-return measures over multiple adjustable time periods. Predictions according to the chosen optimization strategies are given per asset class and on a portfolio level. Tactical as well as strategic views are covered. DynamiQ also generates reports and fact sheets automatically. Stress tests … Continued
Manage your cash flow volatility in diverse currencies. ProteQt D-Treasury is a treasury tool to manage cash flows, related FX risks as well as to implement strategic structured products which provide a hedge against unfavorable market movements. ProteQt D-Treasury displays the distribution of your future cash flows based on a set of chosen scenarios. Given … Continued
Generate tailor-made strategic asset allocations The Strategy Manager App is a comprehensive private banker’s tool designed to manage investment strategies. The user can define a strategy theme based on asset classes while respecting multiple constraints. The Strategy Manager then derives strategies and relates them to CIO SAA/TAAs ranging from conservative to aggressive growth focused.
Optimize a structured portfolio by creating personalized product proposals and designing structured products to fit the portfolio or a specific investment goal. Diverse advanced analytics illustrate the impact of a structured product on a portfolio by comparing historical performance, historical drawdowns, giving performance projections on the next two years, applying historical and hypothetical stress tests … Continued
aQtive Life is an “end-to-end” advisory tool for life insurance companies that can be directly used in the consultation process. The modular tool covers all relevant steps from wealth-planning to portfolio construction and risk analytics. With its strong risk-engine, state-of-the-art optimization components and intuitive user-interfaces, aQtiv Life furthermore lays the ground for online advisory.
Fund Query helps to find the right fund according to your specific needs in just a few steps. The graphically intuitive search process leads you to the right fund using various selection criteria such as historic performance, peer analysis & comparison and risk measures including volatility, VaR, cVaR and more.
ImpaQt wealth API delivers our Intelligent Technology to financial institutions through a modern REST web-service interface. This allows financial institutions to flexibly integrate services such as risk calculations and portfolio construction into their existing tools and processes.
ImpaQt excellence is the preferred solution for multi-regional banks. ImpaQt excellence delivers our Intelligent Technology into Avaloq’s Core Platform as well as into the web-based Front Platform. swissQuant Group is a software partner of Avaloq.
ImpaQt plus is an end-to-end stand-alone application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the client advisor’s key to success.