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 “four-hands” investment decision
- Explainability: the solution offers explainability and transparency, key to a trust-based and successful advisor/client relationship
- Simplicity: it offers easy-to-use scenario simulations, with impact analysis that allows clear and comprehensive understanding of the impact of investment decisions
Smart Risk Decisions allows advisors to focus on their clients’ needs, build confidence through transparent and tailored investment proposals. This new web app helps develop new business by attracting new clients, and driving greater client loyalty. It is a very light stateless web application hosted on the cloud, connected to a bank’s ecosystem.
Raise Partner’s CEO and President, Sophie Echenim, adds: “Given the dynamics of today’s volatile market, it is crucial for investors to make informed investment decisions with the support of a trusted partner. Investors operate in a context with a growing range of products, have high expectations, and are more interested in where their investments are being placed. They are also – literally – drowning in data. They need a solution that can cut through the noise and deliver investment decisions both quickly and reliably. Smart Risk Decisions does all of this. And more.”
Smart Risk Decisions is Raise Partner’s newly released white-labelled digital application, one of three core components of their cloud-based, modular and scalable solution, Smart Risk. The other two components are:
- Smart-risk APIs that provide Cloud-based stateless web services covering, for example, portfolio risk analysis, stress-testing, back-testing and portfolio optimisation. We have developed a large set of APIs providing more functionalities, and we constantly enrich our capabilities. Happy to share more on that!
- Smart-risk data provides a connectivity platform to aggregate market, ESG and portfolio data.
The solution provides a set of core functionalities: analytics, optimisation, simulation, and data connectivity, all delivered within the context of the latest regulatory requirements. The solution is deployed either directly to large financial institutions, or through indirect distribution channels with reputed technology partners.
Smart Risk Decisions has already been deployed in two major French private banks with over 500+ international users (mainly advisors, private bankers, relationship managers, but also CIO office teams building model portfolios and strategic allocations).
About Raise Partner
Raise Partner delivers digital solutions to the wealth and asset management industries, guiding investment decisions in an increasingly complex and digitalised environment. By using cutting-edge models and digital technology, Raise Partner solutions leverage both the human touch and expertise in the advisory process to equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalised and transparent investment proposals for their clients.
With over 20 years of industry expertise, the Raise Partner team has market-proven pre-trade expertise, using cutting-edge API and Cloud-based technology to offer unbeatable time-to-market for customised and scalable web applications. The company has two offices in France: the sales and marketing team is based in Paris, with an R&D centre in Grenoble.
Raise Partner is trusted by major financial institutions in France and the US and equips over 1000 portfolio managers, sales and advisers worldwide.
