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

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact [email protected] to find out more.

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: