SCALING YOUR INVESTMENT PROCESS
Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfils your regulatory requirements. The modular structure allows a customised design of the tool and thus a maximum optimisation of your processes: Reports, monitoring of restrictions, reporting, rebalancing, orders and much more.
FEATURES & MORE
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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.