Raise Partner

Raise Partner delivers digital solutions to the Wealth and Asset Management Industries. We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients. Wealth Managers We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients. Asset Managers We support sales teams and distributors with digital tools to design tailored investment proposals and run targeted and client-centric marketing/distribution campaigns. Smart Risk is used to support client-centric investment proposals for both institutional and private clients. We also help investment banks and insurance companies in their investment value chain.