Zurich Bank Installs Planning Software, Builds Portfolios For 3,000 Clients

PORTFOLIO MANAGEMENT

Switzerland's Zurich Kantonal Bank has just gone into production with the Investment Advisor 2.1 system (INA) from Zurich-based data systems provider In-Ex-Sys. The installation is taking place after an eight-month pilot test of the system, and it is being used to support the building of portfolios for investment clients. Ultimately, the bank plans to use the software to develop a bank-wide investment strategy.

The bank is using the system as a tool in the general investment advice process to