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Your goals
Augmented investment advisors
Unlock value with AI and digital technology
Digital transformation is not only about a great client experience. It is mostly about providing added-value services through digital channels to portfolio managers, sales teams, advisors and relationship managers to better serve their clients.
At Raise Partner, we combine a unique mix of key success ingredients to help our clients accelerate their digital roadmap:
- Off-the-shelf Smart Risk APIs and web apps offering cutting-edge portfolio analytics, simulation and optimization features
- Recognized cross-sector expertise, from finance to AI and cloud technology
- Teams of full-stack expert developers to extend your team and accelerate your time to delivery of innovative digital solutions
Personalized portfolios
Scale client - advisor relationship
Enable proactive, personalized and interactive investment proposals
From UHNW to mass-affluent advisory, we equip CIO offices, portfolio managers, investment advisors, private bankers, relationship managers to build personalized and transparent investment proposals for their clients.
Far from replacing the advisor, Smart Risk Decisions is a client-facing web application designed to bring more interactivity in the client/advisor relationship:
- Beyond optimality, we believe that explainability and transparency are key to a trustful advisor/client relationship
- Smart Risk Decisions avoids the black-box effect with easy-to-use scenario simulation, impact analysis to understand the impact of investment decisions
Sustainable investment
Bring trust and purpose to investment decisions
Place sustainability at the core of your advisory process
Smart Risk helps find the best trade-off between risk, performance and ESG criteria given the client’s profile, objectives and convictions.
- Beyond product transaction: giving purpose to your client’s investment decisions
- Matching your end-client’s preferences and convictions
- Beyond screening and exclusion: putting the ESG criteria at the core of your investment decision and advisory processes
- Building suitable investment proposals meeting both risk requirements and ESG preferences
Client-centric advisory
Improve client acquisition and loyalty
Look beyond the transaction with client-centric advisory
Smart Risk supports a paradigm shift from product push to client-centric advisory experience:
- Starting the advisory journey from your client’s wealth and expectations
- Helping advisors figure out the ‘next best action’ for each client depending on their profile, preferences and existing holdings
- Digital solutions to support a “4-hand” investment decision process: onboard your end-client with an interactive discussion
