Solution introduction
A single solution for 360° wealth & portfolio management.
Powerful. Sophisticated. Modular.
ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is compatible with major core banking, portfolio management and CRM systems.
ImpaQt Wealth empowers wealth managers and their clients to make informed, impactful choices and target sustainable growth. Modular construction means that ImpaQt Wealth can be tailored to fit the needs of any bank or financial institution looking for a powerful and comprehensive front office solution. ImpaQt Wealth includes a broad spectrum of fully compatible modules, including ESG Analytics & Reporting, Goal-Based Wealth Management, Campaign Management, and more.
Partner Interview - swissQuant's Optimiser driving growth opportunities for retail banking app
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
15/06/2023
Benefits
1. Focus on customer interaction
Your investment advisors can handle customer requests directly and interactively using the end-to-end swissQuant solutions. Investment proposals can be created digitally in few minutes
2. Holistic advisor
The innovative approach for holistic advisory, combined with individualization for the end customer, allows Van Lanschot to significantly expand its position as a niche boutique investment manager
3. Increased productivity
The investment advisors can focus entirely on customer support. "Back-Office" topics are automatically covered by the swissQuant solutions. swissQuant clients have achieved up to 200% efficiency improvements
4. Cooperation with a strong partner (ISO certified)
Benefits from a partner with many years of expertise. The standardized project procedure allows a tailor-made implementation of your company's requirements. In operation, your company gains access to the ongoing innovations of our larger customer and partner community.
Key Data
PRICING
- Bespoke
- Licence
- Subscription (SaaS)
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
- On-premise
- On-premise or hosted
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Africa
- Asia
- Caribbean
- Central America
- Eastern Europe
- Middle East
- North America
- Oceania
- South America
- Western Europe
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ImpaQt+
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