Holistic Solutions for Today's Challenges

In today’s intricate investment landscape, where innovation offers vast potential but high development costs and limited expertise pose challenges, our holistic solutions, drawing from our Gambit toolbox, provide a cost-effective approach. By integrating all necessary technological capabilities for investment advisory and financial planning applications, they deliver engaging experiences to your customers while expediting time to market.

  • Profiling
    Profiling
  • Global-Advice
    Global advice
  • Profiling-1
    Discretionary Portfolio Management
Profiling gathers information on your investors' financial situation, experience and knowledge, risk appetite and tolerance, and sustainability (ESG) preferences. This creates a personalized profile providing recommendations that are perfectly aligned with your clients' objectives. It lays the foundation for reliable, long-term advisory relationships regardless of whether it is a part of a broader platform for financial advisors or integrated within a standalone solution.
Download our brochure
Request a demo
tabber-bg
The aim of financial planning is to define a clear path towards secure and successful financial investments. On the basis of the client's current assets, it enables a comprehensive proposal to be drawn up, including financial buffers and customized products, in line with the investor's objectives.
Download our brochure
Request a demo
fykytfiytfiytf
Automated investment solution, where cutting-edge algorithms execute financial operations on your behalf using the power of algorithms to offer personalized portfolios with maximum flexibility to investors. This discretionary investment management service delivers both performance and peace of mind, streamlining decision-making while preserving individual investment preferences.
Download our brochure
Request a demo
gguykjhbh

Competitive advantages

1. Comprehensive toolbox

All the building blocks for the creation of a self-guided or advisor-guided investment advisory or Portfolio Management service.

2. Fast implementation

Using state-of-the-art technology, including an API-first approach and cloud, it is possible to combine modules with transparent integration both in the front (screens) and back (data) layers. This modular architecture enables rapid deployment while maintaining the flexibility to scale and adapt as your needs evolve.

3. Global mutualization, local configuration

All modules have been designed to support multiple use cases, by allowing a local configuration for your specific workflow. The multi-tenant architecture allows for a secure separation of data. This makes sure that your discretionary investment management service remains both standardised and locally adaptable, delivering results at scale.

Book a demo
Discover our modules

How can we help?

At Gambit, we facilitate the digital transformation of investment offerings by providing a highly configurable, cloud-native platform that supports multiple client segments. We are looking forward to meeting you.

Book a demo

Ask for a demonstration of one of our solutions.

Schedule a demo today!

FAQ

Gambit’s platform is designed for a wide range of financial institutions, including private banks, retail banks, asset managers, life insurers, and emerging digital/fintech players. Our solutions cater to both traditional institutions and innovative “neo-players” looking to enhance their wealth management and advisory services.

Gambit provides a comprehensive, modular digital wealth management platform that helps advisors at every stage of the client journey:

  • Streamlined client onboarding and risk profiling
  • Goal-based advice generation and portfolio construction
  • Execution support, including subscription, rebalancing, and account management
  • Monitoring, reporting, and performance tracking
  • Scalable solutions for different client segments and advisory models

Yes. Our platform is fully modular and flexible, allowing institutions to configure the system according to their business model. Whether you operate an advisor-guided service, a fully autonomous robo-advisor, or a hybrid approach, Gambit can be tailored to your workflows, client segments, and regulatory requirements.

Gambit does not provide investment advice or product recommendations directly. Instead, our platform enables financial institutions and advisors to deliver personalized advice and portfolio management to their clients. The recommendations generated through Gambit are based on the institution’s configuration, client profiles, and goals, ensuring compliance and alignment with your advisory strategy.