Swiss Life Global Solutions has announced the launch of its new digital platform, ePrivateWealth, offering a fully digitalised interface for business partners with a round-the-clock access to wealth planning expertise, latest market information, up-to-date e-learning material and useful documents from any device.
Swiss Life Global Solutions, a leading global provider of Private Wealth solutions for high-net-worth individuals, has announced the launch of its new digital platform, ePrivateWealth. It offers a fully digitalised interface for business partners with a round-the-clock access to wealth planning expertise, latest market information, up-to-date e-learning material and useful documents from any device.
With an access from anywhere, at any time, Swiss Life’s partners will benefit from new online transactional capabilities, simplifying the application and policy change process. The portal also includes a range of smart collaboration tools, which enable timely responses from Swiss Life’s experts.
The heart of the ePrivateWealth portal is the Knowledge Hub, collating the latest market update and insights alongside eLearning tools and a calendar of upcoming events.
Swiss Life has designed the ePrivateWealth portal specifically to help its partners meet the changing needs of an ultra-mobile population and support them in delivering solid wealth planning solutions to their clients. The digital portal is a significant milestone in Swiss Life’s mission to cut cross-border complexity and offer creative solutions.
Reducing complexity. Creating solutions.
“With the introduction of digital access to our services, we intend to simplify our processes, improve the sharing of our expertise and market knowledge with our partners, and offer more timely access to information. This represents an important transformation in the way Global Private Wealth Solutions provides access to a range of services and is another milestone in the firm’s growth strategy”
Thomas Henze, Head of Global Private Wealth