Data driven solutions for wealth management
Virtual B is a fintech firm with cross skills in data science, investment strategy and innovation technology.
Digital investment solutions
In 2011, Virtual B deployed the first European robo-advisor. Since then, we built ready-to-go data driven platforms for financial companies.
Digital investments narratives
Wealth management solutions need to be supported by an effective marketing strategy. Virtual B has been designing marketing campaigns and providing contents for some of the leading institutions in wealth management.
Technology
Serving clients in the digital world can be complex and challenging that’s why we built simple and secure APIs: all you need to know to build a data driven wealth management platform.
Our Projects
The first European roboadvisor
Launched in 2011 AO is an investment advice hub created to help savers of any level of wealth and financial expertise to make better financial decisions. Our platform stands on proprietary FinTech engines (Profiling, Engagement, Risk Analytics and Asset Allocation).
A digital mutual fund by ZenitOnline
PensaciOggi is an Italian mutual fund designed and managed by Zenit sgr through an entirely digital proposition strategy. The solution is distributed digitalluy by Zenitonline. Virtual B has been designing and managing the whole project.
The hybrid robo-advisor of CheBanca!
The first robo-advisor launched by a retail bank in Europe in 2016. CheBanca! has adopted the psychological section of our profiling questionnaire to foster engagement on users. The questionnaire is based upon our proprietary algorithm developed in partnership with a team of cognitive psychologists (University of Turin).
The italian online funds marketplace
Fundstore is an Italian mutual funds supermarket distributing more than 5,000 different funds, it is currently the largest Italian marketplace in this sector. We created and manage 4 different goal based portfolios (with periodic rebalancing), any of which is divided in 4 sub-portfolios (according to risk profile and time horizon).