Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to distribute financial savings solutions to their clients efficiently. The platform supports the digital journey of investors—from profiling and financial planning to investment and reporting—within a multi-investment service (discretionary management or advisory) and multi-product/wrapper framework. Clients’ portfolio construction relies on an optimizer algorithm enabling hyper personalization in the investment advice according to the client needs. Key strength of the platform is high industrialization of processes providing cost efficiency to the distributor and empowering its employees to focus on client interactions instead of back-office routines. At the forefront of innovation integrating AI in the advisory journey, Gambit adopts the highest cyber-security standards so distributors can trust that we give them the keys to new business and technological heights in all safety.
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