DFS – The omni-channel Wealth Management platform.

Engage, manage and grow your clients with the #1 Swiss omni-channel Wealth Management platform.

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  • Engage

    Omni-channel Experience & Servicing

    • Client Cockpit for Desktop, Mobile & Tablet – 24/7 self-servicing and digital collaboration with advisor
    • Mobile Advisor for great 1to1 advisory experience and CRM ‘on the go’
    • 360° client & prospect management specialized for WM covering full prospect & client cycle
    • Seamless proposal management, case management, secure messaging etc.
    • Intelligent portfolio monitoring and reporting powered by DFS quant solution
    • Delivered with REACT front-ends and full API banking (RESTful) for best-in-class customer experience, full flexibility (headless approach) & integration into any 3rd party system

  • Manage

    Fully integrated Wealth Management

    • Integrated platform: CRM, portfolio management, order generation, proposal management, document management, publishing, monitoring, case management, analytics and many more
    • Intelligent rule-based e2e processing automation for lowest operating cost and higher front and back-office efficiency
    • Fully pre-configured ‘blueprint’ to profit from best practice Wealth Management ‘out-of-a-box’ and fastest go-to-market while meeting investment compliance requirements
    • Profit from flexible best-in-class portfolio management and offering builder to create and serve all investment models (advisory, delegated, execution only)
    • Seamless and easy integration in CBS / multi-custodian, configuration and adaption to your CI & offering within 3 months
    • Fully cloud-based SaaS for lowest possible IT cost – platform available within hours
    • Also available as hybrid cloud (all data on premise) and fully on premise

  • Grow

    Strengthen client loyalty and closing probability

    • Improve client load per advisor by intelligent automation and intuitive omni-channel advisory client collaboration and proposal management – full investment compliance
    • Roll-out new product and service offeris faster with comprehensive offering builder
    • Integrated prospect management and rule engine to automate up- and x-sell, service interactions (MIFiD II etc.) – pre-configured digital assistant to your front office
    • Analyze client behavior, track processes and operational performance
    • Flexible platform: start with out-of-the box e2e platform and add continuously offeris & features to meet evolving client needs

Hybrid Wealth Manager built on DFS Cloud

The out-of-the-box platform for a new operating and sourcing model.


  • Everything as-a-service
  • Ecosystem platform
  • End-to-end solution
  • Omni-channel
  • Quick to market
  • Increased efficiency
  • Native cloud or hybrid cloud

More Information

Whitepaper for Decision Makers

DFS Hybrid Wealth Manager is built on our strategic beliefs and learnings over decades. Read about the new normal of the Wealth Management industry and download our Thought Leadership «Hybrid Wealth Manager».

Download Thought Leadership

Product Factsheet

Get an overview about the new blue-print concept of the DFS Hybrid Wealth Manager. Profit from industry leading technology and Wealth Management know-how with an e2e ready-to-use platform.


Features & Functionalities

DFS Hybrid Wealth Manager offers you a comprehensive platform for all frontends for clients & advisory and all workbenches for advisors, portfolio managers, administration, marketing, legal and IT.


OpenWealthAPI Catalogue

View or download our RESTful API specification enabling you to easily build, enhance or integrate rich DFS capabilities into any solution. Experience the comprehensive OpenWealthAPI catalogue now.