Itexus
34 Case Studies
Case Study: Gigant Customized Investment Portfolio LLC launches a digital wealth management platform with Itexus
A Itexus Case Study
Gigant Customized Investment Portfolio LLC launches live wealth management platform with Itexus
The customer, Gigant Customized Investment Portfolio LLC, a Swiss wealth-advisory firm, sought to expand its market reach by launching a fully digital service. Their challenge was to automate their consulting workflow and allow clients to remotely access their services from anywhere. They partnered with the vendor Itexus to develop a wealth management platform to meet this need.
Itexus implemented a platform featuring a robo-advisor, remote portfolio construction, and monitoring functionality. The solution allows investors to determine their risk profile and receive either a recommended or custom-built portfolio, which is then monitored and rebalanced by the firm's team. The system is now live and operational. As a result, Itexus and the customer are discussing a co-marketing plan and potential new features, including a mobile app.
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