The challenge: A private banking solution for the future
BNP Paribas Wealth Management – Private Banking aspired to evolve into a next-generation, forward-looking private bank.

They aimed to merge the highly personal nature of advisory and wealth management services with fast digital self-services. For this purpose, they sought a solution for a new digital offering that would also facilitate a fast and straightforward integration of new services into existing IT infrastructures in the long term.

The result: A novel portfolio management system
With its API-based high-performance wealth management platform, aixigo has provided the basis for solving this challenge. The outcome is a novel portfolio management system. It combines the best of investment advisory and discretionary portfolio management. The platform is a scalable advisory solution for all wealth management and affluent customers. In addition to its extensive capabilities, the new portfolio management system brings a real efficiency gain to BNP Paribas – while simultaneously offering a high degree of individualisation for customers. The creation of a MiFID II-compliant declaration of suitability is now just a click away. The result is – as intended – excellent service quality and the best possible customer experience.

The novel solution is absolutely regulation-compliant (e.g., MiFID II) and by far exceeds standard offerings on the market. In addition to other comprehensive functionalities, it particularly stands out from competing products due to these capabilities:

• Profound portfolio analytics (risk and performance KPIs)
• Monitoring of specific portfolio KPIs
• Assured compliance with the advisory process
• Automated creation of the declaration of suitability
• Maximum configurability
• Lean and automated quality assurance process
• Batch portfolio reporting
• Basket Order

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