wealth, data & more
all in one solution
one pm software in action
the benefit for you
ASSET MANAGERS & FAMILY OFFICES
Rebalancing of multiple portfolios. Management of model portfolios. Automated data processing. FINIG, FIDLEG & MIFID II compliant evaluations and reports.
Ready-to-use overview of all bankable assets of the company. Better cash & liability and risk management possible.
BIG DATA AGGREGATORS
Ready-to-use overview of all desired bankable assets across a variety of banks. Basis for the sale of further
LIFE INSURANCE (HIGH-END)
Ready-to-use, automated data overview.
Reduced susceptibility to errors and increased
data quality. Risk reduction leads to lower regulatory capital requirements.
PMS TOOL PROVIDER
Focus on development of portfolio management tool features (core competence). Cost reduction through outsourcing of data procurement.
Timely management of external asset
asset managers. Bank-neutral consideration. Monitoring to limit liability risks of the Board of Trustees.
financial data processing 2.0
Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfills your regulatory requirements.
The modular structure allows a customized design of the tool and thus a maximum optimization of your processes: Investment Reporting, Compliance Monitoring, CRM and more.
Whether Open banking or Open wealth, we offer a solution: our best-in-class data processing software processes your transactions at lightning speed, up to 98% automated and with the highest quality.
The REST API driven access to your booked financial transaction positions (portfolios, positions) also allows you to submit the data directly to our PMS or to any third-party front-end system of your choice (financial accounting, treasury, tax tool or others).