city_view.jpg

Robo-Advisory

Digital asset management for your clients

Cutting-edge technology to optimise your investment strategies

White label

 

Offer your clients a robo-advisory service under your own company name.

More

External asset manager

Use our digital asset management solution for your company, and we will take care of execution.

More

Introducing Broker

Robo-advisory services for companies and individuals without an asset management licence.

More

Intelligent robots are improving our everyday lives - why not our investments too?

 

From currency hedging, monitoring your personal risk profile and managing reallocations to analysing thousands of securities, taking account of historical data and responding to market cycles, the Robo-Advisor takes care of it all for you.

White label - a swift and efficient solution

With our white label solution, you can offer your end clients a robo-advisory service - online and in your company's name.

  • More than 10 years' experience in the white label business
  • Cutting-edge technology in the FinTech sector
  • Fully-integrated execution, reporting and monitoring tools
  • Reliable hosting, IT services and technical support
  • Your own fully-customised platform under your own brand
  • Complete control - your end clients are and remain your clients

Any questions? Contact us so that we can work together to find the best solution for you.

Contact

Try our Robo-Advisor for yourself

The Robo-Advisor works with the same

algorithms used by the

Swissquote Quant Fund. This fund was presented

with the Lipper Fund Award in 2016 for the

best performance over three years.


Any questions? Contact us so that we can work together to find the best solution for you.

Call back

Free demo

Robo-Advisory Demo

Open a Robo-Advisory demo account and we will give you a virtual sum that you can use to put the electronic asset manager to the test in realistic conditions.

Register

 

External asset manager

Take advantage of the security of an established, regulated Swiss bank and manage your client portfolio with our ePrivate Banking service.

  • ePrivate Banking Service tailored to your needs and company profile
  • Easy-to-use risk report and performance allocation
  • Multi-asset investment universe
  • Currency hedging
  • Algorithmic execution
  • Optimum risk management

Any questions? Contact us so that we can work together to find the best solution for you.

Contact

Introducing Broker

Receive excellent remuneration for recommending investments via Swissquote Bank's ePrivate Banking.

  • Security of an established, FINMA-regulated Swiss bank
  • Progressive remuneration model based on assets under management
  • Receive a further bonus when the client reinvests within six months
  • First robo-advisory solution in Switzerland, launched back in 2010

Any questions? Contact us so that we can work together to find the best solution for you.

Contact

Contact us so that we can work together to find the best solution for you:

 

Phone: +41 58 721 97 74

Email: wlsales@swissquote.com