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.
Drive success with our award-winning optimizer, risk engine, and superior product coverage
Wrapped in a dynamic UI, and covering everything from client onboarding to trade execution and reporting, you’ll save time and empower relationship managers to provide unparalleled service to your clients.
Guaranteeing harmony between individualized client needs and bank level restrictions.
Empowering relationship managers with tools to ensure effective, efficient client interactions and augmented wealth management recommendations.
Ensuring regulatory compliance in client onboarding and continuous reporting throughout the advisory process.
Engaging clients with explainable trade and portfolio development recommendations and dynamic what-if analyses
Amplify your capabilities, driving you and your clients towards a sustainable and prosperous future.
swissQuant’s Risk Engine is unmatched in breadth of asset coverage and speed of execution.
Connected to a multitude of data providers, our overnight batch calculation means that in-day portfolio aggregation, covering millions of instruments, can be done in a matter of milliseconds.
Discover real-time risk coverage across all asset classes, including structured products and digital assets.
Developed together with progressive clients over more than a decade, swissQuant’s award-winning Portfolio Optimizer leverages client preferences and sub-second calculation power to deliver individualised investment proposals and systematic portfolio construction at scale.
We are a company strongly committed to advancing ethical and sustainable financial practices. Guided by this principle, our solutions have been developed to cater specifically to the distinctive needs of client advisors, investment professionals, and portfolio managers, empowering them to craft and deliver winning strategies that enable end clients to realize their optimal balance of sustainable growth.
Your clients demand personalization, you deserve it too. With a range of compatible modules, ImpaQt Wealth can be customized to seamlessly meet your needs.
ImpaQt Wealth is available through REST APIs or our sleek and intuitive UI. This means that wealth managers and their clients can access ImpaQt Wealth’s powerful capabilities in a way that best suits their needs and preferences.
ImpaQt Wealth empowers both wealth managers and their clients to make informed choices for sustainable growth. With award-winning risk management and portfolio optimization capacities, ImpaQt Wealth provides the tools necessary for impactful decision-making.
ImpaQt Wealth stands out by offering a 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.
Yes, ImpaQt Wealth is designed to seamlessly integrate with your existing CRM system. Our modular design allows for easy compatibility and integration, ensuring a smooth transition and maximizing the efficiency of your wealth management operations.
Absolutely. ImpaQt Wealth offers the flexibility to be accessed either through our sleek and intuitive user interface (UI) or via REST APIs. This means you can choose the option that best suits your needs and preferences, allowing for a seamless integration with your front-end system.
We understand the importance of speed to market and efficient implementation. The implementation timeline for ImpaQt Wealth depends on various factors, such as the complexity of your existing systems and the specific requirements of your institution. However, we strive to expedite the process as much as possible, ensuring a smooth and timely implementation that minimizes disruption to your operations.
ImpaQt Wealth provides wealth managers with a range of benefits, including streamlined advisory workflows, strengthened client-centricity, and enhanced efficiency. With our award-winning optimizer, risk engine, and comprehensive product coverage, relationship managers can deliver personalized and impactful wealth management recommendations, driving sustainable growth for their clients.
ImpaQt Wealth is designed to ensure regulatory compliance throughout the advisory journey. With features that meet MiFID II / FIDLEG compliance requirements and embedded data licenses, we help you navigate the evolving regulatory landscape seamlessly. By streamlining compliance and reporting processes, ImpaQt Wealth enables you to stay ahead of regulatory requirements and maintain a strong compliance framework.
ImpaQt Wealth stands 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. This enables wealth managers to align their clients’ investments with their values, fostering sustainable and responsible wealth management practices.
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
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