blog from swissQuant Group

How swissQuant is leading the financial sector in sustainable investment

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The first wealth management system to engage your clients in the sustainable future and create growth at the same time

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Goal-Based Wealth Management

This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or...

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by swissQuant Group
| 04/05/2021 12:00:00