Capital External Advisor has been specifically packaged to provide Banks and Insurance companies with a solution for the management of distribution networks (Private Wealth Management Advisors). Capital External Advisor  has been developed to manage the network of advisors R selection of Rothschild & Cie Bank and those of Swiss Life.

Capital External Advisor is a 100% web-based platform that takes up Capital Private Banking functionalities with a simplified interface and a guided utilization designed for less informed or more occasional users. Thus, the external advisors have at their disposal a high-end tool helping them in managing portfolios (Equities or OPCVM) and the Life Insurance contracts of their clients.

Capital External Advisor allows you, via an extranet, to follow-up, link, run and manage the network of external advisors, promoters and final clients. Consequently, the solution gives the opportunity to promoters to update by themselves the data related to their offers.