Wealth ManagementSolutions for

We design, build, and deliver technology solutions that enable high-quality personalized investment services to be offered to a wide range of investors.
Discover how

Wealth platform

For banksFor IAMsA scalable platform for Advisors and RMs to deliver high-quality, personalized, and differentiated advice for all clients.A comprehensive platform that consolidates all tasks and portfolio data in one place.

Risk engine

An engine providing insightful and robust risk analytics of any portfolio and product, including complex ones of all asset classes.

Products platform

A workspace for managing, monitoring, and trading products, in particular Structured Products with our Elus multi-issuer platform.
Our productivity, collaboration, and decision-support tools remove what holds you back from doing better, more thoughtful, and value-adding work.
Explore all solutions

Our ultimate goal is to make bespoke investment services available on a large scale.

One central workspace

Use fewer tools to do your job and have immediate access to everything you need to make decisions.

More work done quicker

Get things done faster and with less effort. Nearly every manual task is automated.

Simpler and faster collaboration

Whether it’s with your team or your external service providers, work together as if they sit next to you.

A lot more transparency

Get unprecedented levels of granularity and clarity about investment risks.

Tailored advice to all clients

Every client gets the same level of care and attention, no matter his wealth.

No compliance concerns

MiFID II, FIDLEG, HKMA, MAS - all regulatory requirements are fully integrated and automated.

Almost every client came from a recommendation.

Private banks, independent asset managers, and some of the world's largest wealth managers use our solutions in Europe, North America, and Asia.

2 of 5 the top private banks in Switzerland

2 of 10 tier 1 banks in Europe

2 of 5 the top private banks in Asia

1 of 5 the top wealth managers globally

Personalized investment advice at scale, 360° risk view, or Click & Trade of Structured products

Whatever your goal is, drop us a message. We will provide you with information and a custom demo.