Author: michele

We are proud to announce our contribution to The Wealth Mosaic’s AI Toolkit 2025!  This thematic report delves into the latest trends in AI and the transformative technologies that wealth managers are increasingly adopting. In a rapidly evolving financial landscape, efficiency, personalization, and informed decision-making

Raise Partner is a Grenoble-based FinTech offering investment decision support solutions and applications for the private banking and asset management sectors. Earlier this year, Raise Partner decided to develop a dedicated Salesforce connector for its Smart Risk solution. The app will be available on Salesforce

Aixigo and Raise Partner are pleased to announce their strategic partnership. The collaboration aims to seamlessly integrate Raise Partner’s cutting-edge “Smart Risk” solution into aixigo’s proprietary aixigo:BLOXX Wealth Management Platform, enhancing its capabilities for investment advisory, portfolio monitoring, and analysis. With nearly 25 years of

Added capability creates game-changing web app to support the client/advisor relationship and deliver tailored and proactive investment proposals. Raise Partner today announced the launch of Smart Risk Decisions, offering the following benefits to clients: Interactivity: allows onboarding of end-clients with an interactive discussion and a