Solution introduction
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
- Onboarding - convert prospects into clients
- Order management - handle transactions efficiently
- Client portals & reporting - ready for digital interaction
- Advisor applications - strengthen distribution networks
- Fund data and factsheets - provide the right information
- Secure data center operations - stability and data security guaranteed
