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Universal Bank - ABN Amro

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 personalised financial advice

ABN Amro is the third largest bank in the Netherlands, offering 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

More efficiency for advisors through drastic time reduction.

Reduction of the consulting effort from 4 hours to 30 minutes per portfolio

Rebalancing and risk analysis in a few minutes

Numbers and facts about our collaboration

Numbers and facts about
our collaboration

The result of a strong partnership

Target audience

Financial advisor

Development & Technology

Dedicated agile project team (Scrum) Python, Django, Bootstrap

Partner

ABN AMRO, SIX Financial Information

Services

Portfolio rebalancing and optimization, risk analysis

Calculations & Rebalancing

Rebalancing according to customer specifications Rebalancing towards Bank TAA and SAA

Risk analysis

Performance indicators, risk metrics asset information, portfolio, class, subclass, and instrument level

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.