Smart Assistant for Digitally Assisted Investments
Client from 2014 – One of the leading players of Belgium’s online brokerage market, KBC Bolero has been elected best online broker year after year from 2015 to 2019 by the visitors of bankshopper.be. Bolero is part of KBC Bank – a premiere Belgian-based bank with more than 3.5 million clients and 518 bank branches across the country – and offers a sharp-cost solution for private investors who want to manage their investments themselves online.
The aim of implementing this project is to potentiate and complement the existing execution-only Bolero platform, broadening its reach through roboadvisory services towards the retail market.
Objectway supports the market launch of the new roboadvisory service, Matti from Bolero, the KBC’s digital robotised investment advice platform.
Objectway provides portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti.
Portfolio Management component can be used as a multi-purpose application, both for wealth managers’ discretionary portfolio management, and for self-directed investment management.
We always strive for the best possible and most performant solutions for our self-directed investors. We are always looking for solid partners with a proven track record to support us in realising our commitment towards our customers. Hence the choice for Objectway was an obvious one.
Broaden the reach of roboadvisory services to acquire retail clients
Attract existing clients to self-directed investments
Potentiate and complement the existing execution-only platform
Evolve in the area of digital robotised investment advice
Bolero is the online investment platform of KBC Bank and one of the leading players of Belgium’s online brokerage market. Since 2015, Bolero has been elected best online broker by the visitors of bankshopper.be, year after year. Since 1999, Bolero offers a sharp-cost solution for private investors who want to manage their investments themselves online. Matti is Bolero’s new, smart investment assistant. Matti from Bolero is a digital robotised investment advice platform.