Solutions for Banking, Finance & Insurance

Wealth Management platforms are now a cornerstone for banks and savings institutions in the digital management of assets. As a technology partner, Exprivia offers its IT expertise for the design, development and evolution of digital platforms that enable personalised financial advice, integrating features for investment, tax planning, pensions and risk management.

The main areas of focus include the analysis of business requirements to improve the effectiveness of advisory processes, the design of scalable and secure architectures, the development of integrated application solutions for portfolio management and performance monitoring, as well as the implementation of modules to support tax planning and ongoing compliance with industry regulations. Exprivia contributes to technological innovation in Wealth Management by facilitating the transition to digital models of Goal-Based Advisory, where technology enables the personalisation of the client-advisor relationship through reliable data, predictive analytics and intelligent process automation.

In this context, Exprivia has acquired a stake in MindOverMoney, a fintech company that has developed a platform based on augmented intelligence to support advisers in advanced portfolio management and the definition of goal-oriented investment strategies. The platform enables users to visualise the investor’s goals, select the most effective strategies and calculate the optimal level of coverage, whilst maintaining the sustainability and consistency of the plan over time.