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08.04.2024
Topics, challenges, solutions
Peter Haist, CEO of SOBACO, in an interview with Best of Zurich (spring 2024)
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26.10.2020
20 years SOBACO Betax AG
SOBACO Betax AG opted for digitalization in investment consulting earlier than other market participants. This courage still pays off today.
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02.08.2020
ESG-compliant onboarding and advisory process in MyWebDepot
On August 2, 2022, the MiFID sustainability regulations became effective. Fund providers must now ascertain the ESG preferences of clients - categorization in accordance to Article 8 of the EU Disclosure Regulation is no longer sufficient.
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22.10.2019
Robo Advisor created for Fürst Fugger Privatbank
With the «semi-robo» from SOBACO Betax, which was specially developed for Fürst Fugger Privatbank, both companies have opened up new ways of communicating with customers.
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