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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:

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:

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.

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: