Total wealth control
Wealth management is on the cusp of digital disruption. Regulations, new technologies, changing client expectations and declining profitability are forcing the industry to reinvent how it operates and serves clients.
Advantra is a huge leap forward. It is a single platform that puts high net worth individuals and banks in full control of their wealth and profitability.
”The ultimate in wealth management, personalisation, transparency and control.”
Advantra delivers unrivalled value and benefits:
Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients.
Get the bank’s investment view for key market events, customised to client‘s portfolio
See how Advantra changes the game for:
“It’s plugging in the most advanced, intuitive, human, transparent and growth focused wealth management solution in the world.”
“Advantra will be the digital backbone of the private bank of the future”
Executive Team & Founders
Former Associate Principal at McKinsey&Company with 15 years of banking experience. Anka has worked with UBS, Credit Suisse, Julius Baer, HSBC, Barclays, Bank of America in US, UK, Switzerland, Germany, Spain, Asia and Latin America.
Digitisation, market strategy, M&A and post merger integration, cost savings and restructure and front to back bank transformation.
UBS Head of Strategy and Product Specialist, previously at National Australia Bank. 15 years of corporate, asset and wealth management experience across US, UK, Switzerland, Australia and India.
Strategy, investments, product development, talent management, performance measurement, finance, legal and risk.
Technology Partner & Advisory Board
Headquartered in Washington DC with over 600 Banking focused Technology Experts and SMEs globally. Have built and integrated enterprise wide platforms for PNC. Over 15 years and 5 million hours of experience building enterprise grade applications for Banks and Financial Institutions.
Chief Operating Office and co-founder of Kalido, the global services marketplace for the trust economy ;previously Associate Principal at McKinsey&Company, leading the firm’s technology related initiatives. He holds an MBA from Insead.
Banking risk models, digitisation and technology implementation in banks and start ups
Former Managing Director at Goldman Sachs and Deutsche Bank and partner at KPMG, Mumtaz has 17 years of experience in advising boards of FTSE 100 on strategy and capital raising, and has set up and led a number of digital advisory businesses.
Tech investment funds and equity capital raising including IPO.