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Universal Bank - ABN Amro
Universal Bank - ABN Amro
Interactive advisory software
Interactive advisory software
This case study shows how we developed the digital wealth management software "Alfred" in collaboration with ABN Amro to optimize investment advice.
This case study shows how we created a comprehensive investment platform with BCA using fincite • cios.
This case study shows how we created a comprehensive investment platform with
fincite • cios in collaboration with BCA.
Holistic Portfolio Optimization
Risk and performance analyses
MiFID II-compliant
The digital solution for customised wealth management
ABN Amro is the third largest bank in the Netherlands and offers financial services for private and corporate clients. With locations in 15 countries, it focuses on private banking and commercial banking.
Alfred at a glance
More efficiency for advisors through drastic time reduction.
Efficiency increase
The fund management service is the core product and includes:
Reduction of the consulting effort from 4 hours to 30 minutes per portfolio
Rebalancing and risk analysis in just a few minutes
The digital solution for customised wealth management
ABN Amro is the third largest bank in the Netherlands and offers financial services for private and corporate clients. With locations in 15 countries, it focuses on private banking and commercial banking.
Alfred at a glance
More efficiency for advisors through drastic time reduction.
Efficiency increase
The fund management service is the core product and includes:
Reduction of the consulting effort from 4 hours to 30 minutes per portfolio
Rebalancing and risk analysis in just a few minutes
The digital solution for customised wealth management
ABN Amro is the third largest bank in the Netherlands and offers financial services for private and corporate clients. With locations in 15 countries, it focuses on private banking and commercial banking.
Alfred at a glance
More efficiency for advisors through drastic time reduction.
Efficiency increase
The fund management service is the core product and includes:
Reduction of the consulting effort from 4 hours to 30 minutes per portfolio
Rebalancing and risk analysis in just a few minutes
The digital solution for customised wealth management
ABN Amro is the third largest bank in the Netherlands and offers financial services for private and corporate clients. With locations in 15 countries, it focuses on private banking and commercial banking.
Alfred at a glance
More efficiency for advisors through drastic time reduction.
Efficiency increase
The fund management service is the core product and includes:
Reduction of the consulting effort from 4 hours to 30 minutes per portfolio
Rebalancing and risk analysis in just a few minutes
Numbers and facts about our collaboration
Numbers and facts about
our collaboration
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
Target audience
For end customers and
institutional clients
For end customers and
institutional clients
Financial advisor
Development & Technology
Development & Technology
Dedicated agile project team (Scrum) Python, Django, Bootstrap
Partner
Partner
ABN AMRO, SIX Financial Information
Precise advice through comprehensive
data analysis for better investments.
Services
Services
Portfolio rebalancing and optimization, risk analysis
Calculations & Rebalancing
Calculations & Rebalancing
Rebalancing according to customer specifications Rebalancing towards Bank TAA and SAA
Faster customer acquisition
improves growth opportunities.
Risk analysis
Risk analysis
Performance indicators, risk metrics asset information, portfolio, class, subclass, and instrument level
Reduces effort and costs in the consulting process
through optimized workflows.
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tools to meet the needs of our high-end clients.
Nick Joren
Product Owner Digital Investments, ABN Amro Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tools to meet the needs of our high-end clients.
Nick Joren
Product Owner Digital Investments, ABN Amro Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tools to meet the needs of our high-end clients.
Nick Joren
Product Owner Digital Investments, ABN Amro Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tools to meet the needs of our high-end clients.
Nick Joren
Product Owner Digital Investments, ABN Amro Private Banking
Start your project with us!
Talk to our wealth tech experts!
Start your project with us!
Talk to our wealth tech experts!
Start your project with us!
Talk to our wealth tech experts!
Start your project with us!
Talk to our wealth tech experts!
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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