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...
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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Employees

Tina Tunega
Admin
Tina Tunega Head of HR Head of HR

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Recommendations

Alexander Vogel

Move Digital has developed a client-centric, impressive and impactful technology for the modern wealth management. I have known the founders and the members of the managing team for a long time and have been involved in the process of Move Digital since the beginning. It has been a pleasure to work with the dynamic team so far. I am deeply impressed by the team's work ethic and professional approach. Move Digital manages to handle the complexity of their tasks in an innovative, solution oriented and cost conscious manner, used to think outside the box when dealing with issues. Very knowledgeable and fast. They see the opportunities in the challenges instead of problems and show dedication to all projects, poised to deliver early and above customer expectation. Each team member is fully committed to go the extra mile, to do whatever is necessary to deliver tasks on time and with high quality, even when under extreme pressure. First class!

Roland Theiler

Move Digital helped Credit Suisse to digitize our RfQ Process for Structured Products by developing a dedicated tool also connected to internal systems. The collaboration was very fruitful and successful despite the rather complex RfQ and execution processes.

Carolina Kocher

We have been working with Move Digital for the past two years, migrating an old Pitchbook library into a new, user friendly and powerful Pitchbook tool connected via their standard APIs to one of our compliance database. Working with Move Digital’s team is a great experience; they have the right “can do attitude” and are always striving to find smart solutions to our daily challenges. They understand our user cases and offer brilliant solutions, possible due to their extraordinary skill sets and the usage of cutting-edge technologies. Move Digital team is flexible, dynamic and very resilient, same as their products and developments. We look forward to continuing the development of the Pitchbook tool, which soon will incorporate a back end content management system, helping us to gain tremendous efficiencies when managing/publishing content.

Remco Bos Employee at Credit Suisse AG

We have been working with Move Digital's Nexus product for the last couple of years. It allows us to combine content from world-renowned news agencies, in-house research and trading commentaries. We can search across all those sources of information and package the relevant content together to provide context and market insight. Through the Nexus API we are able to link that content in our product and client channels and provide the users with the content that is most relevant for them a specific time.

Yves-Alain Sommerhalder

I have had the pleasure to partner with the Move Digital team from day one. Helping us solve such diverse topics as addressing securities based lending for WM, connecting content to research and products and most recently a RFQ platform for the CS sellside that connects to bulge bracket firms. The one thing that continues to surprise is the high level of intellectual fire power, creativity and most important how the different components start to leverage each other!

Doris Honold

Move has built technology that is clever and impactful for both relationship managers and their wealth management clients. Every time I see the software in action, I think "wow, they have made this so easy".

Olaf Toepfer

Move has developed a holistic and client-centric vision of the future of Wealth Management supporting the industry with innovative solutions. Their persistent focus on the 'how' to create more value for HNW might be at the core of their success in Wealth Management.

Lorenzo Grabau

Groundbreaking technology, now on the cusp of global roll-out. Great leadership team. A real opportunity to create a new Swiss fintech on the world's stage.

Hakim Erhili

I have known the founders of Move Digital for many years. I’m impressed with the technology they have developed, which brings tangible benefits to financial institutions in the wealth management sector. Move Digital’s software modules can be easily customized and integrated with existing and/or complementary software applications, including Orchestrade.

Andrés Luther Partner at Blockchain Switzerland/AMO

The technology that Move Digital has developed and deployed enables wealth managers to achieve scale while delivering personalized advisory and client experience.

The technology is a key to unlocking the full potential of the HNWI market. And it is particularly relevant for helping Swiss private banks deliver on their unique value proposition in the digital age.

At HNS we have been working with Move Digital as their advisors and as clients, using their technology for custom made AI services for capital markets intelligence and analytics.

The solutions Move Digital is developing for us show that their technology and the platform the team has created can be used to develop services and solutions with potentially much broader scope and impact for institutional investors, financial services providers and corporates.

Move Digital is a great example for the potential of the Swiss eco-system, bringing together outstanding talent in engineering, capital markets and wealth management.

Thomas Brändle

We are a long term partner of Move Digital. They are a fantastic team of professional people. We are very pleased to work with them.