Raise Partner Launches Turnkey Web Application to Power Cross-asset Portfolio Optimisation with Embedded Market Data

Raise Partner, a leading France-based B2B WealthTech provider,  has announced the launch of a new version of its flagship digital solution, Smart Risk Decisions, designed  to meet the evolving needs of family offices and private banks. 

The turnkey, web-based platform empowers wealth managers to model and optimise multi-asset class  portfolios – including equities, fixed income, private assets, real estate, and more – through an intuitive  interface that requires no IT integration. With embedded index and ETF data from leading partners such as  Morningstar, Burgiss MSCI, Cambridge Associates, Sipa Metrics EDHEC, SIX and HFR, the solution  provides a unified, global view of client portfolios and supports the simulation, optimisation and risk  assessment of complex allocations. 

“This latest version of Smart Risk Decisions has been designed to help family offices and private banks  swiftly and efficiently navigate the increasing complexity of cross asset-class portfolio construction with a  robust, intuitive and immediately usable application,” said Sophie Echenim, CEO of Raise Partner. 

Tailored specifically for firms managing diversified investments, the platform addresses growing client  expectations for a global wealth approach and a personalised, transparent advice. With built-in market data  and out-of-the-box analytics, advisers can simulate scenarios, assess risks, and deliver customised  recommendations – instantly and seamlessly. 

Smart Risk Decisions supports advisers in enhancing client engagement and trust, while maintaining the  high standard of expert, human-centric advisory Raise Partner is known for. Its modular design also allows  for the integration of additional asset classes on demand. 

Raise Partner continues to redefine digital tools for wealth management, combining advanced capital  market models with user-friendly technology to deliver smart, effective decision-making support for today’s  complex investment landscape.