Advice Online
HQ Address
Neugasse 46, 9000 St. Gallen, Switzerland
Website Address
Business introduction
Save time and meet all regulatory requirements. Get digitally ready for efficient work, seamless audits, and increasingly tech-savvy customers
Profile customers for their investor profile, ESG preference & KYC as simple as it gets. Create profiles, memos and investment proposals effortlessly. The dashboard notifies all important and pending actions. Portfolios are checked for asset allocation and restrictions – visually using color coding
Obliged to asset managers and banks since 2013
We have been offering banking-as-a-service since 2013 as trend setter and first Fintech in this area market-wide. Our goal remains to provide asset managers and banks with a simple, efficient, and flexible solution. The security of our software and user data is our top priority, alongside compliance with regulatory requirements, which is why we have been ISAE 3402 Type II certified every year since 2015 (FINMA Circular on the Handling of Customer Data).
What are we particularly proud of?
The fact that we have not had to increase our pricing since going live in 2013 and that we have never been forced to grow to maintain support with a widely growing customer basis – both thanks to the well thought of efficient and simple software solution we provide.
Advice Online Solutions
Advice Online Platform
We digitize meaningfully and at eye level Digitization can quickly result in a lot of money being spent. Since 2013, we've been proving that complex topics can and should be implemented simply. We handle regulatory issues such as audits, FIDLEG requirements and reporting With our solution, you provide internal and external auditors with......
