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The Basellandschaftliche Kantonalbank launches Digifolio, an online investment service that meets the growing customer demand for a simple, efficient and transparent investing experience. For this, they count on True Wealth's innovative investment technology.
Fast time-to-market and low investment costs thanks to Software-as-a-Service: We integrate our investment technology into your portal or e-banking and ensure both technical and functional support. You benefit from continuous updates of our software.
Low running costs due to straight-through processing: Our solution automates all business processes along the value chain (account opening, portfolio implementation, rebalancing, reporting, compliance), enabling you to service your clients more efficiently.
Data protection and regulatory compliance thanks to state-of-the-art technology: Data security is ensured by our single sign-on procedure. Regulatory requirements for risk profiling, documentation and outsourcing are implemented in a customer-friendly way.
More clients for your discretionary mandates thanks to digital offering: Low barrier to entry, convincing digital customer experience and customized investment portfolios enable you to increase the share of discretionary mandates and win new clients.
Adapted to your needs thanks to high agility: Our online wealth management solution can be adapted to your requirements and target audience to best meet your expectations.
More time for your customers thanks to automation: Our solution frees you from manual and time-consuming tasks, giving you more time to spend with your clients to build lasting relationships.
Note: The videos illustrate the True Wealth integration at BLKB. BLKB's online wealth management service is exclusively for customers domiciled in Switzerland.
As a B2B partner of interested financial service providers, we position ourselves as a software and service provider of the True Wealth online wealth management solution (also known as a Robo-Advisor). We support you in the conceptual development and technical integration of our solution as well as any portfolio-management related tasks.