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, MiFID-compliant profile, providing recommendations that are perfectly aligned with your clients' objectives.
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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.
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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
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A 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.

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.

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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.

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Ask for a demonstration of one of our solutions.

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