Gambit

Financial Solutions

  1. Gambit for Private Banking

    Front-to-back and back-to-front solution to provide customers with an investment advice that meets their objectives and risk preferences

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  2. Gambit for Mass Affluent Advisory

    Industrial-grade web-based investment advisory solution focused on customer centricity for mass affluent banks and insruance

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  3. Gambit for Asset Management

    Design, analyze and manage portfolios and funds that better meet investors' demand

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  4. Gambit for ALM-Insurance

    Objectify strategic asset allocation decisions in function of your liabilities structure

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Expertise and business solutions in investment advisory, portfolio optimization and risk management

Our ambition is to help the financial community reposition clients at the center of the investment advisory process.  Our innovative yet intuitive tools let provide solutions that meet clients' risk preferences, investment constraints and objectives. 

Our unique platform creates a space for dialogue between actors of the entire value chain, allows sharing information and improving efficiency at key steps of their business. We partner with universities and prominent academics, we share mutual experience with industry stakeholders and we are in constant contacts with authorities, in order to bring the best value to the community.

Whether you are a large multi-branches institution or an independant financial advisor, we deploy our solutions according to your requirements.

News

News
  1. Gambit is a Microsoft Silver Certified Partner

    Gambit is now a Microsoft Silver Certified Partner!

    Microsoft Silver Certified Partners possess a high degree of competences and expertise with Microsoft technologies and maintain very close workign relations with Microsoft in order to provide unbeatbale service.

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Publications

Publications
  1. Video - Investment Advisory Part 1

    Client information, financial planning, risk profiling and recommended portfolio

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  2. Video - Investment Advisory Part 2

    Risk profiling - questionnaire, scenario comparison and analysis of the current portfolio

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Test Our Solutions

News

Test our investment advisory solution online. Start by identifying your investment risk profile, both in terms of risk appetite and what you perceive risk to be. Then discover the portfolio that best suits your profile and easily understand the objective link between it and your risk profile. Come back to see how the portfolio performs over time vis-à-vis its benchmark.

Test our solutions