My Wealth app is a unique solution as it merges the traditional and the digital advisory process into the more and more influential hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio. The app features easy to understand performance presentations, financial planning, goals and forecasts for different scenarios. It monitors the deviation between the actual and the recommended optimal portfolio and provides a list of investments that help clients get closer to the model portfolio linked to their personal goals, taking into consideration their risk profiles and other needs and preferences. These recommended products can be purchased by just a tap.

My Wealth offers a unique bridge between AI and personal advice. Clients can chat with a self-learning chatbot, receive automatic portfolio related notifications, news and documents or can request to reach their financial advisor on several channels. They can also easily organize meetings and calls. Thanks to the app, it has never been easier for financial advisors to stay in contact with their clients any place, any time.

The application uses the IBM Watson engine which provides exclusively relevant news and articles to the client portfolio classified in categories by default.