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.

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.

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.