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 are stored in an audit-proof manner and are easily retrievable.

Field-tested and compliant
All functionalities subject to regulatory requirements are implemented and available out-of-the-box.

If required, you can access our fully integrable PMS, which also complies with the current guidelines.

The IFINITY Private Cloud is operated in a FINMA-compliant data center in Switzerland and meets the high banking standard in terms of data security and disaster recovery.