Catch the wave for personalized wealth management

Create and price bespoke structured products within minutes for your clients

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

Use AI-powered live coverage of investment themes

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

60 Employees in our Zurich and Sofia offices

50,000

Public companies listed

28,000

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

Wealth Intelligence

Global Search

Global Search is a powerful search engine that enables users to rapidly retrieve the right data to support them when servicing client needs

Streams

Cut through the noise with live Streams and stay up to date on key developments, continuous relevant news and trends impacting your investment themes

Wealth Pitch

Build customized content and presentations rapidly and flexibly with Wealth Pitch – ensuring you deliver successful pitches to clients or prospects every time with minimal effort

Lifecycle & Events

With Lifecycle & Events, you have the latest news, research and alternative data at your fingertips. Notifications ensure key information is delivered to the right place at the right time

Investment Solutions

Personalized Indexes

Design and create bespoke equity indexes with the support of full lifecycle services – for corporate actions, distributions and the weighting process

Quantitative Strategies

Detect regimes in real time using quantitative signals to support the timing and weighting of individual assets or portfolios

Structured Product RFQ

Engage with multiple issuers and achieve optimal results at every stage - from design and price discovery to trade execution, onboarding and lifecycle management of structured products

Investment Matcher

Leverage state-of-the-art tools and analytics to deliver personalized investment solutions ideally matched to client needs

Lifecycle Services

Monitor lifecycle events and obtain automated alerts and advice so you can deliver premium support to your clients

Have we caught your attention?

We look forward to showing you the power of our services. Talk to our team and discover how Move Digital can help you deliver personalized and context-driven wealth management solutions.

Request a demo