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 easy and practical access to all relevant information – with read-only access. All legal requirements of the FinSA, especially regarding the handling of customer data, are adhered to and certified annually by us.

We are a one-stop shop, but we also successfully integrate into existing infrastructure
With us, you can profile all your prospects and clients on topics such as GmeR, investor profile, ESG preferences, and KYC. All actions are neatly archived in the journal. You create profiles, meeting transcripts, and investment proposals instantly and effortlessly. The tool notifies you of all important and pending actions in the dashboard. Portfolios? We visualize these, including all SAA and restriction checks, in a simple, graphical, and clear manner.