Catch the wave for personalized wealth management

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 Create and price bespoke structured products within minutes for your clients

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 Offer family office-grade private banking to mid-size clients

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 Use AI-powered live coverage of investment themes 

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Where personalization meets contextualization - for superior high-net-worth private banking solutions

Wealth management and private banking are one of the most attractive sectors in financial services in terms of growth and profitability. Significant potential lies in the use of technology to hyper-personalize wealth management advice and investment themes to perfectly match client needs and expectations. There is also significant scope to enhance overall productivity and efficiency thanks to scalable digital solutions for the high-net-worth (HNW) client segment.

Move Digital has unrivalled technology that empowers relationship managers and investment consultants to efficiently offer bespoke private banking advice to their clients. In the context of open banking in particular, our technology enables wealth managers to deliver personalized recommendations to clients at scale, bringing together best-in-class products.

Move Digital offers innovative technology and a unique approach that enables wealth managers to digitalize their value chain and create new value propositions and opportunities for their business.

Move Digital's solutions:

  • Are validated and used by global leaders of wealth management  - with more than 5,000 users worldwide
  • Provide a live ecosystem integrated with content, news, data, research and investment products from industry-leading providers
  • Offer hedge fund-like investment and risk management capabilities as a service for wealth managers
  • Take personalization and contextualized reporting to a new level for powerful private banking solutions

Move Digital in numbers


Employees in our Zurich and Sofia offices


Public companies listed


New articles received and screened for insights each month

30 minutes

Time taken from the issuing of the CIO view to the delivery of a customized offering to the end-client

> 3,600

Indices across asset classes with advanced contextualization and analytics

> 50,000

Funds listed with automated factor analysis

Our offering