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

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Products and funds

Design the right product for your investment proposal

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Marketing

Package your proposal to create a differentiated offering

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Compliance

Validate product suitability in line with regulations

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Relationship management

Build trusted relationships based on powerful proposals

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Risk management

Run different risk scenarios and manage risks proactively

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Portfolio management

Optimize asset allocation to reflect market dynamics and client needs

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Trading

Execute diligently, smoothly and cost effectively

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Move Digital - Your Advantages 

Connected

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

Streamlined

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

Fast

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

Empowering

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

Customized

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

Productive

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