The Challenge

“We need a tool that enables our Private Banking advisors to efficiently analyze organically grown portfolios and optimize them according to the client profile and our bank’s market view.”

With this clear objective, Bank Austria approached us. The task: to provide a solution that enables advisors to deliver individualized investment proposals and holistic financial advice – tailored to Premium, Private, and Corporate Banking clients alike.

Our Solution: The Development of BestInvest

Based on the bank’s requirements, we developed the Portfolio Quality Analysis (PQA), which over time evolved into Bank Austria’s central investment advisory platform. Now known as BestInvest, the platform empowers advisors to generate tailored proposals aligned with each client’s financial goals, risk tolerance, and investment preferences.

BestInvest enables:

• Comprehensive client profiling
• Detailed, holistic portfolio analysis
• MiFID-compliant advisory and portfolio optimization
• A broad range of investment offerings, including savings plans, single securities, tailored fund strategies, and discretionary portfolio management

Thanks to the platform’s continuous development in close collaboration with Bank Austria, BestInvest has become a key enabler for improving advisory quality while saving time for advisors.

Next Step: tetralog cockpit – Efficiency at the Advisor’s Fingertips

Following the success of BestInvest, Bank Austria integrated tetralog cockpit directly into the advisor’s workstation to further streamline advisory workflows.

Client-Centric Features of tetralog cockpit:

• Full portfolio analysis: The interactive dashboard identifies clients with advisory needs and translates these into actionable conversation starters. Advisors can prioritize outreach based on the number, type, and value of recommendations – at both client and product level.
• Intelligent filters and alerts: Advisors can set personalized alerts to be proactively informed of emerging client needs, ensuring they are always well-prepared for upcoming meetings.
• Seamless integration: With a single click, client-specific recommendations can be implemented and documented directly in BestInvest or tetralog portfolio – fully regulatory-compliant.

The Outcome:

• Time savings: Advisors significantly reduce preparation time as all relevant insights and analytics are available at a glance.
• Efficient processes: Automated updates and a comprehensive audit trail ensure seamless documentation and full traceability.
• Stronger client relationships: By identifying client needs earlier, advisors can respond faster and improve customer satisfaction and loyalty.

Continuous Optimization and Trusted Partnership

The partnership between tetralog and Bank Austria is defined by shared customer-centricity and a strong solution mindset. Through regular workshops and agile development sprints, we continuously evolve the platform – always with the goal of improving the quality and efficiency of investment advice.

“With tetralog, we have found a partner who truly understands the requirements of a bank of our size and profile. Our close collaboration enables us to stay at the forefront of technology and equip our advisors with the best tools,” says Gabriele Groll, PQA Product Owner at Bank Austria and Project Lead for the BestInvest Dashboard.

Why tetralog cockpit is the Right Choice for Your Bank

tetralog cockpit is more than just software – it’s a game-changer for modern investment advisory. With our Wealth Management Platform, banks can:

• Reduce costs through automation and fewer manual tasks
• Eliminate media disruptions by integrating all advisory processes into one tool
• Increase efficiency, which directly improves portfolio quality and business results

Ready to transform your investment advisory process?

Get in touch to explore how cleversoft can help you make your consulting processes more customer-centric, efficient, and fully compliant from end to end.