Wealth Management Software Solution
Personalized investment proposals in under 5-minutes
with ImpaQt Wealth
ImpaQt Wealth is an end-to-end wealth management and client advisory software solution, driven by a state-of-the-art Risk Engine, award winning Portfolio Optimizer, and an array of powerful modules.
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A single software solution for your wealth & portfolio management needs
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End-to-end software solution
Why choose ImpaQt Wealth?
From client onboarding to investment proposal generation and reporting – every process is within your grasp. Boost efficiency and process reliability to focus on delivering top-notch service to your clients.
Capture client requirements, comply with regulations, and prioritize operational efficiency for client-centric excellence. Equip yourself with tools that facilitate intelligent client interactions and robust wealth management recommendations.
Modularity
Modular design provides tailored solutions that meet your specific needs. Seamlessly integrate our range of compatible modules into your existing systems to offer individualized and scalable client service
Empowerment
Equip relationship managers with award-winning risk management and portfolio construction & optimization tools necessary for impactful decision-making. Make sustainable growth a reality, not just a goal.
Sustainability
Stand out by offering comprehensive ESG integration throughout the entire client lifecycle. From capture during onboarding, to application in portfolio construction and optimization, to visualization in reporting, ESG preferences are holistically integrated into every step of the process.
Flexibility
ImpaQt Wealth is available through REST APIs or our sleek and intuitive UI. This means your bank can access powerful capabilities in a way that best suits your own needs and preferences.
18 years of swiss precision
About swissQuant
Established in 2005, swissQuant Group is an independent business solutions provider empowering the financial industry to take control of their future.
Based in Zurich, swissQuant Group partners with with leading financial institutions across the globe to pioneer and deliver the digital head-start that matters.
The company’s emphasis on next generation innovation and AI research-based solutions combined with 17 years experience in the wealth sector, makes swissQuant the partner of choice for local and international organizations, including a continually growing number of global Fortune 500 companies.
Interested in personalized investment proposals in under 5-minutes?
Learn more about ImpaQt Wealth by downloading our comprehensive brochure
