
Move Digital AG
Innovative technologies for the wealth management industry
Move Digital is a Swiss FinTech company, founded in 2014. Today, the company has 54 employees in Switzerland and Bulgaria.
Move Digital’s mission is to develop and commercialise innovative software solutions to address the fundamental business needs of the wealth management industry.
Our customers are large and mid-size financial institutions in the wealth management industry. Credit Suisse, a leading global wealth management firm, is our seed investor and has been our key business partner since the company was founded.
Uniquely, Move Digital has digitalised the highly complex processes of the wealth management advisory value chain. Our modular software suite offers a cost efficient and easy-to-integrate solution for all market participants who seek to upgrade their value propositions by delivering personal attention and customised products and content to their clients. Specifically, our products and services support client relationship management, the generation of investment ideas and proposals and portfolio management. Our software solutions make use of cutting-edge technologies including Machine Learning and Natural Language Processing.
Our software modules can be seamlessly integrated with the compliance functionalities which we developed in cooperation with Ernst & Young, one of the “Big 4” global audit firms. This allows us to ensure that any activities generated through the use of our software solutions are permissible under the applicable laws and regulations (e.g. MiFID II).
Our services can be accessed through our own front-end application (white-labelled on demand), integrated with our customer’s front-end applications or consumed via standard APIs.
Our cloud-based microservices IT architecture is built to support agile development, flexible scaling and ease of deployment, while at the same time offering a high level of resilience. All of our services are hosted in Switzerland.
Each of our customers has its own Move Digital instance. Jointly, those instances form a dedicated wealth management Ecosystem. Through their instances, participants of the Move Digital Ecosystem are able to communicate and collaborate freely with each other, for example by exchanging investment product data and related content.
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