back Back

Avaloq and Vontobel team up for multi-issuer platform integration

By Megha Bhattacharya

June 24, 2021

  • America
  • Avaloq
Share

Avaloq and Vontobel have formed a partnership to integrate Vontobel’s multi-issuer platform deritrade into the Avaloq Wealth platform. It combines a fully automated client advisory and wealth management process with a multi-product marketplace on a single integrated platform for the first time. The deritrade platform makes it possible to launch tailored structured investment products with leading issuers. Banks and wealth managers can build individual investment solutions for their clients on the platform in real-time, even interactively during client meetings.

Markus Pfister, Head of Structured Solutions & Treasury at Vontobel, said: “Our cooperation with Avaloq Wealth will give banks and wealth managers a simpler way to integrate structured products into their advisory process. The new automated suitability checks will make it easier for client advisers to use structured products – in line with their investment strategy and in a tailored way. We look forward to supporting Avaloq clients in making the right products available in the right context and at the right time.”

Initially, the new offering will be available to banks and wealth managers in Switzerland. It is intended to open up to other Avaloq clients in Europe and Asia at a later stage.

Santiago Schuppisser, Avaloq Group Product Manager – Wealth, said: “The wide range of products and issuers and the intuitive functionality of deritrade® are exactly what we expect of a multi-product marketplace. This partnership is in line with our mission to redefine integrated investment advice and give our clients easy access to the widest possible choice of issuers in real-time.”

Previous Article

June 24, 2021

Cross River Bank acquires data and risk analytics firm PeerIQ

Read More
Next Article

June 24, 2021

Deutsche Bank and Oracle announce multi-year collaboration

Read More








IBSi Daily News Analysis

digital wallets

March 01, 2024

America

Banking Sector and regulatory framework: addressing India’s growing demand for secure lockers

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

March 01, 2024

Hecto Financial eases cross-border transactions with new solution

Read More

March 01, 2024

additiv expands Middle East presence with new office in Dubai

Read More

March 01, 2024

FinTech Fello launches Fello 2.0 to boost savings & rewards ecosystem

Read More

Related Reports

Sales League Table Report 2023
Know More
Global Digital Banking Vendor & Landscape Report Q4 2023
Know More
Wealth Management & Private Banking Systems Report Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q4 2023
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
close-link
Get your copy now! IBSi Sales League Table 2023