/PRNewswire/ — Linvo, a Switzerland-based wealth management company, today announced an initiative to integrate artificial intelligence into its wealth management services through a strategic fintech partnership.
The integration allows customers to access portfolio information, request services and receive responses in real time – without paperwork or delays. Advisors will use the same AI tools to provide faster, data-driven support.
“This is how wealth management should work,” said Mr. Kogan, Director at Linvo. “Clients shouldn’t have to wait days for answers contained in their own data. We’re removing barriers between our clients and their assets.”
“A customer can now ask a question and receive an accurate, portfolio-specific answer immediately,” said Mr. Pelekh, Executive Committee Member at Linvo. “No forms, no back and forth, no waiting times. Just clarity.”
Linvo is one of the first Swiss asset management companies to strive for full AI integration in both customer and advisory areas.
Information about Linvo
Linvo is a Zurich-based wealth management firm that offers tailored investment portfolio management for ultra-high net worth individuals and institutional clients. Founded in 2014, Linvo provides services in portfolio management, corporate finance, M&A advisory and alternative investments. The company is approved by FINMA, the Swiss Financial Market Supervisory Authority.
Contact
Linvo AG
Gartenstrasse 23
8002 Zurich
Switzerland
+41 44 777 17 00
[emailprotected]
www.linvo.ch
Logo: https://mma.prnewswire.com/media/2862809/Linvo_AG_Logo.jpg