Swiss asset and wealth manager Vontobel has rolled deritrade SmartGuide, a customizable decision making tool to buy structured products by utilizing smart-and crowd data, forits relationship managers and asset managers in Europe and Asia Pacific.
With the launch of the new platform, Vontobel Financial Products makes user activity and market data accessible to deritrade users.
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The wealth manager said that the new tool will enable customers to compare products against a wider context of alternative options, significantly increases their confidence in the decision making process.
The foundation for this new service is the user and market activity data from Vontobel’s multi Issuer platform, deritrade MIP, which is custom built for yield enhancement products.
deritrade SmartGuide combines the large user and market activity data with deritrade technology and algorithms, processing it into valuable information for relationship-and asset managers.
Markus Pfister, head of engineering, responsible for technology at Vontobel Financial Products, said: "With deritrade SmartGuide we combine our state-of-the-art technology with our innovation power. It’s a very challenging but also extremely interesting project. This service confirms the impressive scalability of our IT architecture."
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By GlobalDataGerhard Meier, head deritrade MIP with responsibility for the distribution of the platform, said: "With deritrade SmartGuide we offer our customers an extremely efficient tool and empower client advisors in their most important duty-finding within seconds, out of the huge universe of possibilities, the best investment product for each and every client."
