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