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HVB Wealth Management – Risk analysis

NTT DATA implemented a solution which enables employees of the Division Wealth Management of Hypo Vereinsbank to graphically present the return-risk ratio to their customers.

HypoVereinsbank Wealth Management uses Odyssey's Triple'A portfolio management system as a central consulting platform for securities investments. However, it contained no detailed risk analysis. 

Requirement and solution

The system was to be expanded with a risk analysis with a graphic presentation function. The theoretical basis was the return-risk presentation according to Markowitz with an adjusted efficiency line. The solution was to connect an independent calculation and visualisation web service to Triple'A with Tetralog from Ray Sono. 

Benefits for the customer

With the new solution, employees in HypoVereinsbank's Wealth Management Division can present the return-risk ration graphically. The results: 

  • More quality in customer consulting 
  • Increased number of clients 
  • Competitive advantages 

NTT DATA's services 

NTT DATA designed the innovative solution together with HypoVereinsbank's Wealth Management Division. NTT DATA's contribution in detail: 

Product selection: Advice in product selection 

Functional concept: Preparation of the complete functional concept 

Transition solution: Development and provision 

Test: Functional concept and execution 

Development: Functional support Training: Provision of training material Close