Augmented Discretionary Portfolio Management

Embrace an intuitive, feature-rich solution that flawlessly integrates advanced analytics

20% time & convenience savings for professional portfolio managers
with Augmented Discretionary Portfolio Management

Award-winning portfolio optimization to meet diverse client needs, capture new opportunities, and strengthen client trust

Clients who trust our solutions:

Augmented Discretionary Portfolio Management drives high-impact wealth management success

Discretionary Portfolio Management brings together all facets of portfolio management in one intuitive platform, covering everything from portfolio construction and implementation to health checks and advanced analytics. This comprehensive toolset, delivered through an interactive and user-friendly interface, is your key to ensuring unmatched client satisfaction.

Fuse Strategic Vision with Client Aspirations

Generate strategic, tactical asset allocations and client portfolios that blend your institution’s strategy with your clients’ financial objectives. Foster stronger partnerships through informed decisions, backed by a comprehensive portfolio view.

Portfolio Individualization, Redefined

Design custom asset allocations tailored to your clients’ unique needs. Through real-time tracking, health checks, and risk metrics, exceed client expectations and elevate your service to new heights.

Navigate the Future with Confidence

Leverage detailed analytics to guide your wealth management journey. Harness the power of scenario analysis and stress testing to anticipate and adapt to market impacts, ensuring your clients’ financial goals.

Achieve Peak Performance in Portfolio Management

Manage and refine portfolios effortlessly with our solution’s advanced features. Prompt adjustments in response to market changes ensure optimal performance, enhancing client loyalty and trust.

Efficient Portfolio Implementation

Individualized Client Portfolios

Industrialized Processes

ISO/IEC 27001 Certified



Design portfolios that precisely meet your clients’ needs. Enhance satisfaction and trust through the precision and personalization offered by our Discretionary Portfolio Management solution.


Smarter Decision Making

Confidently navigate the future with in-depth analytics. Simulate market change impacts and adjust portfolios while respecting your clients’ preferences and constraints.



Free up capacity by leveraging process augmentation to reduce instances of repetitive work and add value throughout the client lifecycle.



Designed to adapt and scale according to your requirements, ensuring efficient service to clients irrespective of portfolio size or complexity.

Frequently Asked Questions

Discretionary Portfolio Management empowers you with advanced analytics, real-time tracking, and custom asset allocation tools. This enables you to provide a personalized, efficient, and high-impact wealth management service, improving client satisfaction and trust.

Yes, Discretionary Portfolio Management is designed for seamless integration with your existing systems, ensuring a smooth transition and consistent workflow.

Discretionary Portfolio Management allows you to create custom asset allocations tailored to each client’s unique requirements. With real-time performance tracking, health checks, and risk metrics, you can make informed decisions that precisely cater to your clients’ needs.

The integration process is quick and efficient. Our support team will assist you through the process, and provide necessary training to ensure you can start utilizing Discretionary Portfolio Management effectively as soon as possible.


Coutts & Co. ▸ LGT Group ▸ Nasdaq ▸ Bordier & Cie ▸ Mizuho Group▸ apoBank ▸ Quintet Private Bank ▸ CBOE Clear Europe ▸ LME ▸ Zürcher Kantonalbank ▸ Bordier & Cie ▸ SIX Swiss Exchange ▸ Basler Kantonalbank ▸ Intercontinental Exchange ▸ Bank Syz ▸ Liechtensteinische Landesbank ▸ Zurich Insurance Group ▸ Tel Aviv Stock Exchange ▸ Schaffhauser Kantonalbank ▸ Thurgauer Kantonalbank ▸ Australian Stock Exchange ▸ Basellandschaftliche Kantonalbank ▸ EURONEXT ▸ Graubündner Kantonalbank ▸ Appenzeller Kantonalbank ▸ Urner Kantonalbank ▸ Nidwaldner Kantonalbank ▸ Obwaldner Kantonalbank

Time to master complexity

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Exceed Client Expectations

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Master complexity, amplify impact:

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