Aachen, January 2020 – With its API-based high-performance Wealth Management Platform, the internationally active software provider aixigo provides the basis for the new digital wealth management service Volt® of the Swiss investment house Vontobel. Furthermore, a digital investment advisory solution was developed based on the platform, which supports advisers' to proof their expertise during customer contact.
With Vontobel Volt®, Vontobel is the first Swiss financial institution to offer its customers the investment expertise of a globally active wealth manager in digital form. In addition to traditional active wealth management, Vontobel Volt® makes Vontobel's comprehensive performance promise usable and tangible in a new way. Customers can use the intuitive Volt® app on their smartphones to invest in financial assets actively managed by experts that help shape their personal portfolio.
The "MARS®" investment advisory solution, which was also developed in conjunction with Vontobel, includes, among other features, an automated documentation process that meets the requirements of MiFID II and FidleG: It enables the adviser to focus on providing advice while the administrative workload is happening highly automated in the background, leaving more time for the actual support and advice provided to customers. aixigo has accurately compiled legal requirements in accordance with Vontobel's definition and incorporated them into its investment advisory services. A comprehensive "background work", indispensable to ensure an efficient and tangible advice process.
"aixigo's Wealth Management Platform is the basis for financial institutions to offer digital value-added services with personal customer contact or via mobile devices in an attractive and cost-efficient way.
Over 100 API-based services are currently available. With Volt®, Vontobel customers will benefit from a digital solution that combines the expertise and solidity of one of Switzerland's leading asset managers with the user experience and customisation options of a modern digital platform," said Christian Friedrich, CBO aixigo AG.
"Vontobel Volt® is a new digital dimension of our successful active wealth management. The new technology enables our customers to access our investment expertise directly, individually and from anywhere at any time and to participate in the creation of their portfolio. Vontobel Volt® complements our successful wealth management offering and provides additional growth potential. Our customers can be assured that 100% of Vontobel is in Volt®. This applies to the service offering, the investment expertise as well as the security," said Christian Gmünder, Vontobel Wealth Management COO.
"We are delighted that, with Vontobel, we have been able to assist an innovative and future-oriented customer in the digitisation of wealth management and investment advisory services. After winning the "Banking IT-Innovation Award" from the University of St. Gallen, we have now, with our customer Vontobel, set another important milestone for aixigo in the Swiss market," says Christian Friedrich.