Analyzera Advisory
Private banking advice.Retail banking scale.
Today we're launching Analyzera Advisory: enabling personalised investment advice at private banking quality, at retail banking scale.
Personalised advice has always been limited by cost and time. Genuine personalisation goes to the customers who justify the cost, and everyone else gets a model portfolio and a risk questionnaire. With the advent of AI, that constraint is lifting. The paradigm where advice quality tracks account size is ending.
That constraint has two ends. In retail it decides who gets advice at all. In private banking and wealth it decides how many clients an advisor can hold. Same engine lifts both.
Analyzera Advisory marries AI and quantitative models, for regulated advice, built for the next paradigm. We ship the engine, you deploy it under your own brand.
The selling point isn't that this is cheaper than an advisor. It's that it's better, because the old world was never able to serve personalised advice to anyone but a select few.
What that means in practice
Holistic customer analysis. Existing investments, mortgages and debt, private holdings, real estate. What a customer can afford to put at risk is a fact about their economy, not about the account they happen to be funding this month.
Backed by quantitative processes. Analyzera's quantitative engine builds portfolios on the fly, analyses tax wrappers, runs projections. Today an advisor either can't answer these questions or comes back in a week.
Compliance and regulation. AI is non-deterministic and opaque, and not compliant by default. We built MiFID II compliance and regional adaptation into the process itself: proper audit trails, suitability reports, and a full record of the recommendation process. AI solutions may look impressive, but unless they clear the regulatory bar they are paper tigers.
Customer ideas, with the guardrails on. Personalisation is deeper than a client profile, it's about their ideas and views. Practically any client view can become a fully suitable portfolio. Generic off-the-shelf products can't do that. They forgot the customer's perspective at the design stage.
Enhanced Global & Sweden Plus Risk 5/10 ESG
A mix of shares. The split is set when the strategy is built. Rebalanced quarterly.
Estimated long-term average, per year, before inflation. Meaningful only over 10 years or more — not a forecast for any single year.
After costs of 0.08% a year.
As of 24 Aug 2026
What this estimate leaves outHow was this calculated?Advice at this quality has always been reserved for a few. We think everyone can and should have it. It starts today.