Intelligent Technology for Private Banks, Integration of Robo Advice
How do you stay abreast of the digital evolutionary curve? Regulatory changes, decreasing margins and digitalization have already changed the Private Banking sector. Only with Intelligent Technologies can you meet or exceed the fast-paced changes impacting tomorrow’s market.
The swissQuant Group ensures our clients’ digital evolution using efficient algorithms embedded in APIs as well as end-to-end advisory software solutions for Private Banks and Wealth Managers. A growing and international client base relies on our modular and scalable ImpaQt and RefleQt systems for powerful and accurate risk measurement, portfolio optimization, and historical and hypothetical stress testing. In addition, the systems include product risk classifications and dynamic policies for goal based wealth management.
Our ImpaQt advisory solutions for Private Banks and Wealth Managers provide value to private clients, boost efficiency of the advisory process and help the bank meet regulatory guidelines.
Engage with your clients in a unique customer experience.
- End-To-End digital process from profiling to reporting and monitoring
- Full product coverage for all client segments
- Embedding of ESG requirements into the process
- Regulatory compliance with FIDLEG and MiFID II
Transform your Wealth Advisory Process with Award Winning Goal-based Investing Software
- Drive wealth advisory based on client’s life goals
- Offer strategic asset allocations for liquid and illiquid assets
- Aggregate and optimize cash-flows between multiple goals
- Integrate the house view on the market outlook
- Perform in-depth asset allocation analysis including wealth simulation & scenario analysis
Unlock the full potential of your wealth offering using a unique portfolio optimizer.
- Put your client preferences at the center of your investment proposals
- Automate the rebalancing process while considering constraints and preferences
- Conduct comprehensive stress tests
- Embeds ESG to harvest the full sustainability ambitions without penalizing any risk/return aspiration.
Modular & Scalable Risk Solution with a Industry-Leading Risk Engine
- Multi-asset class approach for linear instruments, structured products, and other derivatives
- Results easily understood by the multi-factor model using investable risk factors
- Risk coverage for OTC instruments, pre-issued structured products, and undisclosed funds
- Transparent Single license model
Investment proposal in less than 5min
MIFID II / FIDLEG Compliant
Full product coverage
Embedded data licenses
ImpaQt plus
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.
ImpaQt wealth API
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.
Goal Based Wealth Management
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 the best possible investment strategy to achieve the goals.
