Paris, France – 2nd of September 2025, Raise Partner, a leading France-based B2B WealthTech provider, has announced the launch of a new version of its flagship digital solution, Smart Risk Decisions, designed to meet the evolving needs of family offices and private banks.
The turnkey, web-based platform empowers wealth managers to model and optimise multi-asset class portfolios - including equities, fixed income, private assets, real estate, and more - through an intuitive interface that requires no IT integration. With embedded index and ETF data from leading partners such as Morningstar, Burgiss MSCI, Cambridge Associates, Sipa Metrics EDHEC, SIX and HFR, the solution provides a unified, global view of client portfolios and supports the simulation, optimisation and risk assessment of complex allocations.
“This latest version of Smart Risk Decisions has been designed to help family offices and private banks swiftly and efficiently navigate the increasing complexity of cross asset-class portfolio construction with a robust, intuitive and immediately usable application,” said Sophie Echenim, CEO of Raise Partner.
Tailored specifically for firms managing diversified investments, the platform addresses growing client expectations for a global wealth approach and a personalised, transparent advice. With built-in market data and out-of-the-box analytics, advisers can simulate scenarios, assess risks, and deliver customised recommendations - instantly and seamlessly.
Smart Risk Decisions supports advisers in enhancing client engagement and trust, while maintaining the high standard of expert, human-centric advisory Raise Partner is known for. Its modular design also allows for the integration of additional asset classes on demand.
Raise Partner continues to redefine digital tools for wealth management, combining advanced capital market models with user-friendly technology to deliver smart, effective decision-making support for today’s complex investment landscape.
About Raise Partner
Raise Partner delivers digital solutions to the wealth and asset management industries, guiding investment decisions in an increasingly complex and digitalised environment. By using cutting-edge models and digital technology, Raise Partner solutions leverage both the human touch and expertise in the advisory process to equip advisers, private bankers and sales teams with interactive web apps to help them build proactive, personalised and transparent investment proposals for their clients.
With over 20 years of industry expertise, the Raise Partner team has market-proven pre-trade expertise, using cutting-edge API and Cloud-based technology to offer unbeatable time-to-market for customised and scalable web applications. The company has two offices in France: the sales and marketing team is based in Paris, with an R&D center in Grenoble.
Raise Partner is trusted by major financial institutions in France and the US and equips over 1000 portfolio managers, sales and advisers worldwide.
For media enquiries, contact Imad Abou Haidar: imad.abouhaidar@raisepartner.com
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