We are a Swiss company with 20+ years’ experience and we served a diverse group of institutions in the financial sector.
We are a Boutique company: our technical and functional support is performed by senior, experienced staff.
Our team members have many years, sometimes decades, experience in the technological and financial field.
We will listen and accomodate your requirements.
Covers the entire lifecycle of the investment / control process.
Supports Fidleg and MiFID regulatory frameworks.
Has the best price / quality ratio vs. competing products.
Integration of PMS with Risk analytics.
There are no hidden setup fees – yearly fee covers everything.
It covers needs of different institutions and end-users.
Different modules and dashboards for each user type.
Powerful and customizable reports.
NEWS AND RELEASE NOTES
ISO Certification
Paul Weber2022-05-18T11:00:23+02:0010:59|
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16/11/2021 17:00 Lugano Finance Forum “The new obligations of the EAM as an authorized (and supervised) Financial Intermediary: challenges and opportunities” Gallery
16/11/2021 17:00 Lugano Finance Forum “The new obligations of the EAM as an authorized (and supervised) Financial Intermediary: challenges and opportunities”
Webinar Nov 11, 2020, 10 a.m.: Complex strategies in UCITS: compliance and risk management
Paul Weber2020-10-09T17:20:49+02:0015:24|