Wealth ManagementSolutions for the
Our productivity, collaboration, and decision-support tools remove what holds you back from doing better, more thoughtful, and value-adding work.
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