Solution introduction
Recently, Raise Partner has developed a new digital application that consists in introducing environmental, social and governance constraints in the optimization and analysis of financial portfolios.
We have designed a simple and comprehensive tool, capable of providing complex optimization models combining financial and extra-financial criteria, and pre-trade analysis to assist non-expert investors in the energy transition process. (ESG).
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets.
To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant and dispersed data, depth and complexity of the instruments at their disposal, as well as increasing client expectations for transparency, personalization and meaning in their investments.
In order to respond effectively to these challenges, we have developed a digital solution to introduce extra-financial environmental, social and governance (ESG) criteria into the analysis and optimization process of financial portfolios.
We offer many advantages to our clients...
- A significant increase in operational and commercial efficiency
- Increased peace of mind in the face of your clients' growing expectations
- Unparalleled agility in the face of your regulatory challenges
- A reinforced simplicity of the consulting mission (being an "augmented" consultant)
- Stronger and more durable customer acquisition and commitment
...and our clients' clients: actively contribute to the current transition issues, while benefiting from an ultra-personalized service offering.
Raise Partner has developed the Smart Risk Decisions application, which allows the introduction of environmental, social and governance extra-financial criteria in the optimization and analysis process of financial portfolios. These ESG criteria are part of a 3-dimensional impact analysis (risk, return and ESG) that takes into account the positioning of financial portfolios in relation to the challenges of current transitions. Through this application, we enable advisors to build customized, sustainable investment proposals based on their clients' risk, return and ESG requirements and preferences.
Smart Risk Decisions equips advisors to:
- Inform their advisory process by measuring risks in a simple and readable way
- Orient investments according to financial (risk/performance) and extra-financial (ESG) criteria
- Facilitate the relationship of trust with their clients with a personalized and transparent approach
Smart Risk: Outil digital d'aide ร la dรฉcision d'investissement, combinant critรจres financiers et ESG
Client Engagement & Management, Compliance & Regulation, Digital Platforms & Tools
05/04/2023
Features
In addition to complying with regulatory constraints, Smart Risk Decisions allows us to leverage this ESG profiling and thus propose personalized allocations and give meaning to the investment.
Benefits
Added value for our clients:
- Unmatched customer acquisition and commitment
- Increased agility and peace of mind in the face of your regulatory obligations
- Increased commercial and operational efficiency
- A more supported and better valued advice thanks to an "augmented" advisor
- An easier and more engaging user experience for your teams
Customers
Designed for both experts (allocation strategy) and operational professionals (private bankers, relationship managers, etc.), our Smart Risk Decisions solution is currently used by 4 of the 10 largest French banks in France and abroad (Europe, US, Asia), in the investment banking, insurance and private banking sectors.
Extremely modular and configurable, it is easy for our clients to learn and adopt. Equipped with the latest technologies, and connected with the main data providers (financial and non-financial), we are able to interface easily with other systems and partners (PMS, Core Banking, asset servicers, etc.).
Key Data
Year launched
2023PRICING
- Licence
- Subscription (SaaS)
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
- On-premise
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- Eastern Europe
- North America
- Western Europe
- View Others View Less
Smart Risk Decisions
Please click the button below to connect with Raise Partner
