Our platform connects investors, financial advisors, wealth and asset managers and custodian banks.
We deliver state-of-the-art financial technology and help you to increase efficiency and strengthen
your distribution power.
Delivering value for your clients, your advisors and your organisation
Ready for hybrid advice
Client relationships are personal and digital. We enable both worlds.
Modular micro-services
Our modular API-based approach gets you what you need: data, reports, frontends.
Regulatory compliance
Our partners profit from our long-standing regulatory expertise.
Our solutions at a glance
Advisory platform:
Deliver personal and digital advice
Onboarding:
Convert prospects into clients
Order Management:
Handle transactions efficiently
Client portals and reporting:
Ready for digital interaction
Advisor applications:
Strengthen distribution networks
Fund data and factsheets:
Provide the right information
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We are always looking for capable professionals who want to get to the bottom of something and are passionate
about detail. Click here to open our career pages.