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Personal and digital:
Our technology helps to inspire clients and advisors.

Better technology for better investment advice:
our solutions fit your business model – modules, services, look & feel.
Advisory platform

Deliver personal and digital advice

  • Integrated solutions for digital, personal and hybrid advice models
  • Intuitive workflows and leading user experience
  • Automated generation of costs and inducement disclosure reports
  • Regulatory compliant documentation (MiFID II, German FinVermV)
Onboarding

Convert prospects into clients

  • Advisor-led or digital-only account opening
  • Interfaces with multiple custodian banks
  • KYC performed by the advisor or video-identification
  • API-based pre-validations resulting in significant less exceptions to handle
Order management

Handle transactions efficiently

  • Capturing orders and processing with custodian banks
  • Direct interfaces with multiple custodians
  • Accept orders via advisors or directly via client portals
Client portals and reporting

Ready for digital interaction

  • Client portals for your investors – enabled for desktop PCs, tablets and smartphones
  • Postbox for easy and direct communication
  • Automated delivery of regulatory reports (quarterly portfolio reports, loss thresholds, etc.)
  • On-behalf views and look-through for fund of funds
Advisor applications

Strengthen distribution networks

  • Consolidate managed client assets held with multiple custodian banks
  • Display client portfolios and analyze portfolio composition and performance
  • Communicate with your clients and deliver messages straight to their digital postbox
Fund data and factsheets

Provide the right information

  • Comprehensive data bases including open-end and closed-end mutual funds
  • Integrated data feeds from leading suppliers of financial data
  • In-depth fund search including performance and risk data
  • White-labeled factsheets for individual funds and portfolios
Secure data center operations

Stability and data security guaranteed

  • Data held with high-security data center located in Germany
  • Privacy by design – strict adherence to EU-GDPR requirements
  • More than 22 years of industry experience

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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.

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