Specification, Realisation and Implementation of the Product Financial Orbiter

The Swiss Life Managed Portfolio provides Swiss Life Group an investment model that employs all available instruments for capital developments and that allocates the capital to several markets, titles, industries, countries and regions, being under continuous control and optimisation. As basis for Swiss Life Managed Portfolio the adesso Schweiz experts developed the web application “Financial Orbiter”. This application serves as efficient and customer friendly tool for agents and brokers to draw their offers within a very short time in excellent quality and independent from the location. By that, the time frame for the internal processes could be reduced immensely.

“adesso convinced us all along the line. In designing the specification as well as in realising and operating the Financial Orbiter it was a perfect collaboration due to the high technical competence, the outstanding flexibility and the professionalism of the adesso team. Despite a high pressure of time, all services were provided in the best quality possible.”

Markus Schönbächler, IT Project Manager

With the product Swiss Life Managed Portfolio Swiss Life Group opened the new profitable field of active asset management within a record time. Swiss Life Managed Portfolio exceeded all expectations regarding acceptance and turnover already during the first weeks of operation.

The Swiss Life Managed Portfolio combines all advantages of investment funds with those of a standard asset management: After the personal consultancy with the resulting individual investment strategy, the assets are not only invested in one single fund but in various funds of different categories. Swiss Life Managed Portfolio is a completely new product. The structures, processes and core systems for service provision, the integration of internal and external partners and the product itself had to be defined.

Single project teams took over the product definition, the development of design and processes as well as the providing of infrastructure. adesso took over the requirements analysis and the realisation of a front-office system – the Financial Orbiter – and supported the customer in product development and in developing a safety concept. Together with the Swiss Life experts, adesso developed eight prototypes and the specification of the Financial Orbiter. Our experts then implemented the application as a standard web application with a data base in servlet technology. The user registers on the portal and gets a user-role which defines the access rights and the user interface. All customer documents are generated as PDFs which can then be printed directly in high quality by the consultants and partners who promptly have the complete and personalised offer at hand.


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