Wealth Intelligence solutions
A suite of four services designed to empower the advisory teams from the Chief Investment Officer to the Relationship Manager to meet client expectations
Serving HNW clients requires monitoring across asset classes and geographies with the ability to detect and efficiently curate intelligence on transformative trends. Offering personalized coverage matching the client’s interests and sensibilities replicates the premium offering of exclusive private family offices. Move Digital helps you gain actionable insights and empowers you with tools to deliver on the growing demand for tailored advice and professional client services.
With our services, you can unlock the power of digitalization to create and track themed streams of information and investment products for your clients.
Keep your finger on the pulse and detect key market events as they happen.
Move Digital solutions are provided in an economic SaaS model out of highly secure private cloud instances located in Switzerland.
News, market data, fundamental data and research at your fingertips to help you development investment themes and personalized solutions for clients
Curated content feed that ensures you are up to date in defined areas or industries
Enable Relationship Managers, Investment advisory and Product specialists to build content and presentations for their client pitches in a rapid and flexible fashion
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.