Innovation and technology for advisory services
Consulenza Valore is the advanced advisory service developed entirely within the Cassa Centrale Group, created to offer an increasingly personalised approach to wealth management.
The proprietary platform integrates advanced tools for analysis, planning and monitoring, linking investments, insurance cover and pension provision to provide a comprehensive overview of clients’ needs.
A platform recognised for its innovation
In 2026, the technology platform underpinning Consulenza Valore received the ‘Technology Platform of the Year’ award at the Citywire Italia Awards.
The award recognises the innovation and technological evolution of a platform designed to support increasingly personalised, integrated advice focused on comprehensive wealth management.
Technology, personalisation and monitoring
Consulenza Valore enables the creation of investment proposals consistent with the client’s profile, objectives and time horizon.
Among the tools supporting the advisory service, CCB Robo4Advisor helps identify the most efficient investment combinations, while intraday monitoring enables continuous oversight of the portfolio’s alignment with key risk parameters and the identified objectives.
Consulenza Valore combines technological innovation and expertise to support an advisory process built around the client’s needs and capable of accompanying their evolution over time.
Knowing the client, understanding their objectives, and supporting their development: this is the approach through which technology adds value to advisory services.
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This does not constitute an offer or solicitation to invest, nor is it an investment recommendation. “Consulenza Valore” is the new way in which the investment advisory service is provided by the Parent Company and participating Affiliated Banks. The Service is subject to the fulfilment of certain capital requirements and documentary conditions, as well as to an assessment of the suitability of the recommended transactions. To find out about the eligibility criteria for the Service and to obtain details regarding its characteristics, financial terms and conditions, and risks – including those indirectly related to it – please consult the pre-contractual information and the full terms and conditions available at the Cassa Centrale head office and at the branches of the participating Affiliated Banks. Similarly, information on the costs and specific risks of the products that may be recommended under the Service is set out in the relevant pre-contractual information documents (such as the KID) and is also available at branches or on the websites of the participating Banks, where further information on sustainability issues can also be found.