True Wealth investment technology for banks and insurers

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.

Press release

How do your customers benefit from our investment solution?

Delight your clients with innovative technology and a fully digital and transparent investing experience.

  • Maximum convenience: Intuitive online wealth management solution integrated in any e-banking or other digital portal - accessible from desktop, tablet or mobile
  • Account opening in minutes: Fully digital account opening in three simple steps
  • Individual investment strategy: Portfolio tailored to personal risk tolerance, and fully customizable to your clients' individual preferences - regardless of the investment amount
  • Automated portfolio management: Automated portfolio implementation, ongoing monitoring and rebalancing to bring the portfolio back to its target strategy in case of drift
  • Full transparency and control: Interactive portfolio reporting, and the ability to adjust the asset allocation to changing preferences at any point in time
  • Passive investment approach: Implemented with passive investment instruments (e.g. ETF) to address growing customer demand

How can you benefit from using our solution?

Count on a cost-efficient investment solution that helps to maximize your clients' investments and optimize the profitability of your business.

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.

See for yourself!

Account opening: Run through our fully-digital account opening process.

Product integration: Learn how our solution can be integrated in your online portal.

Note: The videos illustrate the True Wealth integration at BLKB. BLKB's online wealth management service is exclusively for customers domiciled in Switzerland.

More about our cooperation model

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.

Any questions? Contact us for an offer!

Daniel Gilomen

Daniel Gilomen
Your contact for partnerships

We are happy to answer any further questions or present you a live demo of our product. Please call us at +41 44 508 78 60 or write an e-mail to b2b@truewealth.ch.

Read our FAQs for financial service providers.