Tailored solutions for specific challenges

Our targeted modules help you address complex use cases with ease, powered by smart, adaptive financial planning software. In a landscape where precision makes all the difference, our specific solutions address clearly defined needs. Designed to support particular situations, they strengthen your offering and deliver concrete answers while maximizing operational performance.

  • Profiling-1
    Profiling
  • Proactive Proposal
    Proactive Proposal
  • Pension Planner
    Pension planner
  • Product and Envelope Advice
    Product and envelope advice
  • Portfolio Construction-1
    Portfolio construction
  • Adiministration Console
    Administration console
Move beyond compliance requirements, with a smarter, end-to-end approach to investor profiling. Our solution captures a holistic view of each investor, including financial situation, objectives, experience, risk appetite, and sustainability preferences, to create accurate, adherent profiles. Built around user experience and combining configurable logic, audit-ready profiles, and seamless integration, our solution establishes investor profiling as a scalable, insight-driven foundation that supports personalization, suitability, and consistently better client outcomes.
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Gambit transforms how and when advice is delivered through a proactive, proposal-driven approach. By combining smart segmentation, scenario-based triggers, and intelligent interfaces that capture real-time client feedback, our solution ensures investors receive timely, personalized recommendations through the most relevant channel. Built on anticipation, personalization, and seamless delivery, it strengthens engagement, builds trust, and creates new opportunities for both clients and advisors.
Proactive Proposal
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.
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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.
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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.
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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.
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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) as well as back (data).

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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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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FAQ

Gambit’s Targeted Solutions are designed for financial institutions, including private banks, retail banks, asset managers, life insurers, and digital/fintech “neo-players.” They are intended to help institutions enhance their advisory, wealth management, and portfolio construction services.

Targeted Solutions offer a modular suite of digital tools, including:

  • Investor Profiling – capture financial situation, risk tolerance, experience, and ESG preferences.
  • Financial Planning – map investment paths based on current assets, goals, and buffers.
  • Pension Planner – simulate lifetime financial scenarios, pre- and post-retirement.
  • Product & Envelope Advice – allocate investments across products or categories.
  • Portfolio Construction – build target allocations using quantitative or rule-based engines.
  • Administration Console – configure and manage modules and workflows.

Yes. The platform is modular, cloud-native, and API-first, allowing seamless integration with existing front-end interfaces and back-end systems. Institutions can adapt workflows, client segments, and regulatory configurations while maintaining data security and compliance.

The modules are highly customizable. Portfolio construction can use built-in or external engines, with quantitative or rule-based logic. Financial planning tools can be configured to match the institution’s advisory model, client segments, and operational needs.

Targeted Solutions are primarily designed for institutions rather than direct consumer use. However, institutions can deploy certain modules, such as robo-advisory flows, to serve retail clients through their own digital channels.