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Julius Baer has implemented its digital advisory platform - Digital Advisory Suite (DiAS) - in Asia. The platform is designed to make life easier for its advisors to guide clients by simplifying complex compliance rules.
DiAS screens Julius Baer’s investment universe and recommends ideas that fit clients’ objectives and risk appetites.
“In light of changing market conditions and the evolving needs of clients in Asia, it is increasingly imperative for the financial industry to accelerate innovation and digital transformation,” Jimmy Lee, head of the bank in Asia-Pacific, Julius Baer, said. “Integrated digital advisory platforms such as DiAS will empower relationship managers to manage portfolios efficiently and serve our clients in the region with best-in-class advice and customised solutions.”