Business introduction
IFINITY – Service company for independent asset managers
The initiators of IFINITY stand for professionalism
IFINITY is a service company, which is independent of banks and other financial service providers. Our independence allows us to evaluate and offer the most ideal solutions for you. With our applications and the training we offer, you meet the requirements set for your organisation by the financial regulatory authorities.
IFINITY Solutions
IFINITY Client Life Cycle Management
What does Management mean? Regardless of where you want to start, already with prospect management or not until client onboarding: Guided by the system you enter the relevant data, initiate the compliance checks and the subsequent account opening - if desired also completely digitally. All documents of the client life cycle......
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IFINITY Guide for Banks & Fintechs
Compliance, made simple Bank-specific directives, processes and forms are available on a digital platform. Standard content, for example on FinSA, AMLA, CDB, sanctions and data protection, can be added in the form of Knowledge-as-a-Service. The Guide enables efficient creation, review and updating of instruction content. Increased user acceptance not only improves......
business needs
IFINITY Guide for EAMs
Compliance, made simple The Guide contains all the directives, processes, forms and contracts required for FINMA licensing. The tool is kept up-to-date so that you never have to worry about regulatory monitoring and updating of documents. This way you fulfill the FinSA/FinIA/AML requirements not only initially for FINMA licensing but permanently. Your......
