The Digital Finance Experience Company

Our client-centric Solutions

New Wealth supports financial institutions and Wealth businesses in their Digital Transformation, especially regarding all client-facing interactions and therefore the common ground of our financial and Wealth apps is their high level of User Experience (UX) personalization. Our solutions are client-centric by design and leverage New Wealth Platform, to offer a suite of rich micro-experiences to their end-users.

Available on one or multiple channels, our Digital Advice Microservices use Augmented and Artificial Intelligence to better connect end-clients to more products and services, and enable customers to receive a level of financial advice which was not previously available at scale.


Solution 1: Needs-based Sales and Financial Advisory Apps for your frontliners

Empower every Relationship Managers, Advisors/Agents and Personal Financial Consultants to be as effective as your top workforce

Technology is a key enabler for all financial institutions to offer their clients individualized product offerings, for instance Universal Banking advisory, SME Banking advisory and Insurance advisory, while permitting centralized content management.

New Wealth needs-based Advisor solutions help modernize your assisted-channels and increase sales performance across customer segments: frontliners can have an immediate access to the sales materials for products they are licensed to sell, they perform interactive customer profiling and leverage client-centric financial calculators, they personalize illustrations and explain complex financial products in a compelling way, and they consistently recommend the right financial product(s) and solution based on common simulation and advisory logic engine(s) - using both matching rules and intelligent algorithms.

New Wealth needs-based Advisor solutions support also non-investment financial products (deposits, loans, cards, insurance).


Example: Life Insurance Sales and Illustration

New Wealth Life Bancassurance micro-app has been designed to improve banker-customer conversations and deliver a better sales experience: it can be used on tablets or large touch-screen devices.

Target audience

  • Relationship Managers, Insurance Specialists, Insurance Agents

  • Staff involved with affluent & HNWI clients

Key features

  • Client facts finding and personalized life products simulation, guided by ‘augmented intelligence’

  • Sharing simulation or proposal via email and social medias

  • Automatic link to e-application(s)

Use cases

  • Digitally supported sales & marketing by Advisors

  • Self-service life products simulation in branch or online

Solution 2: Digital Wealth Management and Robo-Advisory Apps

Empower Relationship Managers, Advisors or DIY Clients themselves, to achieve cost efficient distribution of Wealth products and increased quality of portfolio management

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Wealth Management & Investment Advice for RMs

The Wealth and Advisory App for frontliners has been designed to support the effective handling of single instruments and individualized asset allocations to retail, affluent and HNWI customers.

Target audience

  • Client-facing interactions of Relationship Managers, Advisors, Agents for Wealth and Asset Management

Key features

  • Goal-based investment and risk profiling

  • RM-assisted sales of single instruments and asset allocations

  • Portfolio Advice and investment proposal generation

  • Investment account opening and orders taking

  • Wealth client and portfolio servicing

Use cases

  • Enforce compliance and investment products suitability

  • Increase productivity of Advisors and conversion rate

  • Achieve greater share of wallet among your Wealth clients


Mutual Funds / Unit Trusts / ETFs Center

Powered by Morningstar quality and detailed data & information on unit trusts, funds and securities, the white-label Securities portal of New Wealth helps generate quality leads from the website of financial institutions. It applies best-in-class design to desktop view and a mobile-responsive design for smartphones.

Target audience

  • Both first-time investors and sophisticated customers

  • Relationship Managers and Personal Financial Consultants

Key features

  • Mobile-optimized service for Securities search & discovery

  • Modern & best-in-class view for desktop users

  • Interactive factsheets with progressive display

  • Comparison, list of favorite funds and personalized alerts

Use cases

  • Pre and post-login mutual funds search and self-discovery

  • Support single mutual fund sales by PFCs and RMs


Client Wealth App

Designed for mobile users, our lean Client Wealth app offers all the typical features expected by retail and affluent Wealth customers for investment reporting, portfolio monitoring and Wealth self-servicing.

Target audience

  • Existing-to-Wealth investors

  • New-to-Wealth: Middle-Income and Affluent segments

Key features

  • Mobile-first and end-to-end Wealth service

  • Dynamic client portfolio reporting and goal(s) monitoring

  • Deviation analysis and portfolio rebalancing

  • Personalized alerts and notifications

Use cases

  • Launch a mobile Wealth App dedicated to existing Wealth clients in a short time-to-market

  • Deliver micro-services within existing banking or insurance apps


Lean Retail Robo Advisor

Designed primarily for mobile-first users, our lean robo-advisor for the mass delivers cost-efficient Discretionary Portfolio Management (DPM) services on a wide range of products (Mutual Funds, ETFs, Equities and Bonds).

Target audience

  • Millennials and New-to-Advice segments (acquisition and increased share of wallet)

Key features

  • Simple goal-based investment

  • Education tips embedded into the customer journey

  • Progressive display of financial information on a need-to-know basis

  • Frictionless onboarding with pre-population of input data

Use cases

  • Promote Asset Allocation and Portfolio Management to retail investors

  • Raise awareness and help move cash deposits into investments


If you are interested in a personalized demonstration of one or more of our solutions, please send an email to for an initial conversation.