Augment your advisory process with Smart Risk Decisions

We help investment professionals deliver proactive, personalized
and transparent advisory and grow their client base.

A global fintech trusted by leading financial services institutions

Clients in private or institutional asset management, from €10 million to + €2000 billion in assets under management

0 B+

Used in more than 10 countries in America, Europe, Asia

0 +

25-year proven expertise in the fintech industry

Raise Partner offers digital solutions for wealth management professionals.

We equip wealth managers with digital solutions to support high-end and personalized advice, from suitability review to customized portfolio construction.

With Smart Risk Decisions, we place AI at the heart of investment advisory to support a human-centric approach. We help improve every stage of the decision-making process: from capturing unstructured data to a personalized cross asset class wealth diagnostic and tailored investment recommendations to the client.

— Our solutions

Smart Risk Decisions

A user-friendly and powerful web application to enrich the client-advisor relationship and offer personalized and proactive multi-asset class investment solutions.

Augmented and Proactive Advice

Adopt a proactive, personalized, and transparent advisory approach.

Personalization at Scale and Trust

Offer investment solutions tailored to each client, strengthen trust by providing contextualized and educational explanations.

Global Wealth Approach

From diagnosis to investment proposal: offer your clients a consolidated cross-asset class approach.

Expertise

We use our 25-year expertise to serve our customers, deliver high added-value solutions, with a constant commitment to quality and customer intimacy.

02 02

Innovation

We are always looking for the next best idea in the optimization and AI research spaces as well as in next-generation technologies to better serve decision makers.

03 03

Collaboration

We foster team spirit internally as well as with our clients and partners to unlock creativity and address together technological and business challenges.