At The Wealth Mosaic, we are committed to showcasing the innovative solution providers that are driving the digital transformation of the wealth management industry. Today, we are excited to shine a spotlight on Raise Partner, a FinTech firm specialising in financial risk management, portfolio optimisation and investment decision support solutions.

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 advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalised and transparent investment proposals for their clients.

Smart Risk

Smart Risk is a cloud-based modular solution designed to seamlessly integrate into the advisory journey. The Smart Risk suite consists of a set of modular APIs and web apps, as well as an underlying data connectivity platform to aggregate and consolidate multiple data sources. The newly released solution Smart Risk Decisions is a game-changing web app to support the client/advisor relationship and deliver tailored and proactive investment proposals.

Discover more about Raise Partner here.