Targeted solutions

Profiling captures your investor's financial situation, knowledge & experience, risk appetite & tolerance, as well as sustainability (ESG) preferences to craft a tailored profile, driving recommendations that align perfectly with your client's aspirations. It serves as the entry point to many advisory journeys, integrating seamlessly into Gambit's portfolio construction software and wider advisory suite.

Our financial planning software enables this process at scale, giving advisors clarity and clients confidence. Financial planning aims is to provide a concrete path towards a secure and thriving financial investments. Starting from the client's current patrimony, it helps generate a high-level proposition including financial buffers,and tailored products, aligned with the goals of the investor.

This dedicated pension planner module provides transparency and control, helping users visualise outcomes and optimise their retirement strategy. The pension planner allows to simulate the financial situation of an individual over his / her lifespan. The simulation emphasizes the periods before and after retirement. During the former, wealth increases through financial investments and income surplus. During the latter, the accumulated wealth is progressively consumed due to the reduced income.

The product and envelope advice permits the identification of eligible products, prioritizes them based on their relevance for the client, and proposes an allocation of the investable amount resulting in different actions.

Portfolio construction allows one to determine the optimal target asset allocation for a customer given his / her context: risk profile, preferences, current portfolio, etc. This construction can use different types of engines, quantitative or rule-based, and it can be internal or external to the Gambit product.

The administration console is a dashboard that is part of the Gambit product suite allowing to easily set up and manage the new digital solutions.