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Clear portfolio communication, delivered quickly

Use Digipal AI to scale communication with your clients

Clients want regular information about their portfolios

Digipal's solution makes easy-to-read portfolio communication scalable

Engage your clients through AI-based portfolio communication

  • 80% lower output cost

  • 3x faster publication

  • Automated, personalized, scalable

  • Effortless implementation via API

Analyze and comment investment portfolios at scale

Platform analyzes portfolios

AI explains performance and market developments

Choose language, length and style

Integrate seamlessly with cloud-based App

Meet Alex and learn how it works

Head of WM, mid-size Private Bank

"Thanks to Digipal, we are in a position to provide well-founded information about our portfolios at the beginning of each month. This increase in productivity allows us to spend more time on our investment activities and client services."
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Hohlstrasse 186
CH-8004 Zurich
Switzerland

+41 43 508 76 35

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In the present digital age, where technology is integral to banking operations, ensuring data security has become crucial. At Digipal, even though we don't handle client identifying data (CID), we treat portfolio information as highly sensitive data and we have implemented stringent measures to ensure confidentiality. Our servers comply with industry standards for data security. Additionally, our APIs employ state-of-the-art encryption technology during data exchange. Furthermore, when designing our platform's workflows, we took care to ensure that portfolio data is not shared with other online service providers. Our commitment to data security remains unwavering.

©2023 by Digipal AG

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