Crealogix, a Swiss software provider, has designed a robo adviser solution for Germany's private bank Hauck & Aufhaeuser. The offering is mainly aimed at new, wealthy customers.
Frankfurt-based Hauck & Aufhaeuser, which also has a Swiss office in Zurich, has launched a robo adviser called Zeedin, the company said in a statement on Friday (release in German).
Zeedin enables prospective clients with a minimum of 50,000 euros to invest their money in funds. With 150,000 euros, a portfolio with individual shares is being tailor-made for the client.
Hybrid Functionality
The robo adviser was built by Crealogix, a Zurich-based banking software maker. Zeedin evaluates the client’s risk tolerance, his investment goals and horizon. Based on those variables, the computer generates a personal investment profile.
The robotic relationship manager also allows the client to get in touch with a human adviser at the bank, the German bank said.
