Challenge

With Swissquote's robo-advisor decommissioning in late 2024, institutional clients needed a solution to industrialize portfolio management without sacrificing quality or personalization.

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Our Approach

We partnered with Swissquote to develop a comprehensive investment framework spanning from strategic allocation to systematic asset selection. Our team crafted diversified portfolio templates and built equity scoring algorithms tailored to different investment goals – growth, quality, and high dividends. We integrated directly with Swissquote's ecosystem to enable seamless portfolio management and monitoring.

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Solutions Applied

• Wealth Management Industrialization

• Quantitative Asset Scoring Systems

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Results

• Streamlined portfolio management process

• Consistent, emotion-free asset selection methodology

• One-click strategy switching with next-day execution

• Automated handling of client cash flows

• Full flexibility with no investment minimums