ALWAYS KEEP THE OVERVIEW
The new FIDLEG/FINIG regulation has been in force since January 2020. We offer you the ideal tool so that you don’t feel cold feet and don’t break out in a sweat because of the new regulations, so that you can continue to manage your day-to-day work professionally and not neglect your clients in the process: ONE CRM. We offer you the right “layer” for every FIDLEG/FINIG requirement.
FIDLEG/FINIG COMPLIANT & MORE
ONE CRM package
one CRM testimonials
WHY WITH US?
With a broad background in banking, fiduciary, portfolio management, mathematics, user interface and database design, we understand the needs of the financial industry.
Every day, we rise to the challenge of finding solutions to the complex needs of “open banking for securities transactions” as well as the regulatory challenges in wealth management.
Learn more about our history & our team.