Date of the Event: December, 3rd. 2020
Duration: 45 minutes
swissQuant Group and New Access combine their strengths to integrate swissQuant’s market-leading risk engine and portfolio optimization capabilities into the New Access Digital Wealth Management front-end platform.
With this new offering, private banks and wealth managers benefit from an ideal combination between New Access Banker’s Front, a digital front-end solution supporting a full client lifecycle management (CLM) including client onboarding and advisory processes which offer a superior digital experience to relationship managers and their clients and swissQuant’s ImpaQt solution, an advanced risk engine and a portfolio construction solution.
"The advanced combination of a superior digital experience and unmatched analytical tools offers our clients a key competitive advantage. We are delighted to partner with swissQuant in this respect and to integrate their solution as an addedvalue for our investment proposal process and solution in general" - Vitus Rotzer - CEO, New Access
The unique UI/UX design of New Access solution is powered by swissQuant’s expertise in risk and portfolio optimization and offers a truly digital experience to wealth managers along the advisory journey starting with a client centric approach and ensuring an automated and compliant portfolio construction and monitoring process.
“Our core capabilities in risk, optimization and AI will enhance the personalization and perceptive interaction with the Bank’s end-client, and provide banks with powerful and timely decision-making tools from the Relationship Manager up to the CIO“- DR. Holger Greif, COO swissQuant Group
The joint platform allows banks to provide highly individualized services towards their end clients on a global scale and across the different segments (affluent, HNWI,UHNWI). Client specific preferences and needs ranging from standard restrictions on allocations or sectors to ESG preferences and tailor-made strategies can be easily integrated in the investment process.