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.
Our modular API-based approach gets you what you need: data, reports, frontends.
Our partners profit from our long-standing regulatory expertise.
Our solutions at a glance
Deliver personal and digital advice
Convert prospects into clients
Handle transactions efficiently
Client portals and reporting:
Ready for digital interaction
Strengthen distribution networks
Fund data and factsheets:
Provide the right information