Solution introduction
True Wealth investment technology for banks and insurers
You set the direction and keep full control over your investment strategy. Let us do the work: Always diversified, highly automated and thus much more efficient than investing has ever been
How do your customers benefit from our investment solution?
Delight your clients with innovative technology and a fully digital and transparent investing experience.
- Maximum convenience: Intuitive online wealth management solution integrated in any e-banking or other digital portal - accessible from desktop, tablet or mobile
- Account opening in minutes: Fully digital account opening in three simple steps
- Individual investment strategy: Portfolio tailored to personal risk tolerance, and fully customizable to your clients' individual preferences - regardless of the investment amount
- Automated portfolio management: Automated portfolio implementation, ongoing monitoring and rebalancing to bring the portfolio back to its target strategy in case of drift
- Full transparency and control: Interactive portfolio reporting, and the ability to adjust the asset allocation to changing preferences at any point in time
- Passive investment approach: Implemented with passive investment instruments (e.g. ETF) to address growing customer demand
