kw Advisory Suite

Accelerates the digitization of your advisory processes

Efficient digitization

The kw Advisory Suite is the ideal framework for digitizing processes of any kind. We have already implemented solutions for the most common advisory topics in various projects. From investment advice for the retail business, through financing advice for companies and private persons, to financial planning as part of an innovation project.

Customer Center

  • 360° customer view
  • Personal data
  • Customer relations
  • Advisory history


  • Financing advisory
  • Loans secured by mortgage
  • Affordability calculation
  • Investment properties
  • Secured loans
  • Exception to Policy
  • Credit clearance


  • Risk profile
  • Investment strategies
  • Model portfolios
  • Recommendation lists
  • Investment proposal
  • Suitability
  • Appropriateness

Modular system – standardised flexibility

A short time-to-market creates clear competitive advantages and is essential for any financial service provider who wants to stand out from its competitors.

The core of the kw Advisory Suite consists of a framework of proven software modules, which we use to create advisory solutions tailored to your needs. Thanks to a stable basis, the initialization phase is short, we can rapidly deliver ready-made functions and thus create real added value.

Central backend – loose coupling

To digitize processes entirely means, above all, to identify and integrate relevant interfaces. This task involves a a high degree of complexity.

The architecture of the kw Advisory Suite allows central data processing. Multiple-use functions are only implemented once and are reused. All data of the different channels are kept consolidated and made available to all access layers («Single Source Of Truth»). Interfaces are also only connected once, which ensures uniform data exchange. In addition, all components are designed to function independently despite strong integration.

This reduces the complexity of the integration and ensures intelligent and consistent data management.

Omnichanel – uniform diversity

A holistic approach to support is increasingly replacing selective, topic-related customer advice. The interaction with the customer takes place simultaneously on various channels and no longer only at the point of sale. The challenge here is to make the customer's own brand equally tangible across all these contact points.

Part of the kw Advisory Suite is an intelligent Omnichanel concept: The interfaces are designed differently, adapted to the needs of the users and the advantages of the respective communication channel. Central processing ensures that the data remains synchronous and up-to-date across all channels. A harmonious interaction that inspires!


Airlock IAM
Finnova EDBS
Finnova FIL
Avaloq Front Services
Spring Boot

kw Advisory Suite in use

Would you like to digitalize your advisory processes?