Digitalize Your Value Chain

Move provides innovative digital products and services to help you create compliant offerings for your clients at every stage of the wealth management value chain:

Research and analysis

Provide analysis and alpha-generating ideas

Learn more

Products and funds

Design the right product for your investment proposal

Learn more


Package your proposal to create a differentiated offering

Learn more


Validate product suitability in line with regulations

Learn more

Relationship management

Build trusted relationships based on powerful proposals

Learn more

Risk management

Run different risk scenarios and manage risks proactively

Learn more

Portfolio management

Optimize asset allocation to reflect market dynamics and client needs

Learn more


Execute diligently, smoothly and cost effectively

Learn more

Move Digital - Your Advantages 


Automatically draw insights from all available content sources – whether internal or external, public or confidential – and collect them on one platform


Control cost structures through full automation of repeated (non-creative) tasks and the elimination of unnecessary steps in the value chain


Identify emerging trends, instantly access the information you need and respond to new developments


Leverage the full potential of your teams, expertise and other resources to create a powerful combined offering


Improve your value proposition for clients by offering them unique, customized and fully compliant solutions


Create an unlimited number of investment ideas embedded in informed narratives, opening up truly differentiated investment opportunities

Strategic Partners

We partner with wealth managers, private banks and insurance companies looking to optimize their internal processes, redefine their value proposition and enhance client satisfaction

Credit Suisse

“Credit Suisse is working with Move Digital to get tangible value from content by linking news, research and customer information with the product offering; then measuring the results."

Yves-Alain Sommerhalder
Head of International Trading Solutions

Read the case study