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Raise unifies public and private assets in one screen, enabling scenario simulation, optimization and personalized advice for family offices and private banks

September 5, 2025 //  by Finnovate

Raise Partner, a France-based B2B WealthTech provider, has launched a new version of its flagship digital solution, Smart Risk Decisions, designed to meet the needs of family offices and private banks. The web-based platform allows wealth managers to model and optimize multi-asset class portfolios, including equities, fixed income, private assets, and real estate, with an intuitive interface that requires no IT integration. The solution provides a unified global view of client portfolios and supports the simulation, optimization, and risk assessment of complex allocations. The platform addresses growing client expectations for a global wealth approach and personalized, transparent advice. Its modular design allows for the integration of additional asset classes on demand.

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Category: Robos & Wealth, Innovation Topics

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