Holistic, multi-investment risk and simulation engine with cash flow matching

The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Marketplaces

Technology & Data

Business Needs

Select Business Need

Resource Type

Select Search Type

Newsletter Signup

The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Marketplaces

Technology & Data

Business Needs

Select Business Need

Resource Type

Select Search Type

company

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

View Solution Provider Profile

Connect with swissQuant Group

swissQuant Group quick links

solution

Goal-Based Wealth Management

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 integrated module within your wealth management ecosystem.

view solution

by swissQuant Group

| 04/05/2021 12:00:00

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type