Solution introduction
A modular and flexible platform for the management of fully compliant investment advisory and sales processes, from customer profiling to portfolio optimization, investment proposal, pre-trade compliance, monitoring and reporting
Add efficiency and peace-of-mind to your regulatory workflow with our audit-compliant investment advisory and document creation software
Production ready
In addition to meeting regulatory requirements, our advisory and compliance platform provides a consistent layout and design across all document types and transfers them into consistent structures. Create, distribute, retrieve, and archive investment proposals, SFDR, PRIIP, MiFID II, IDD, FinSA, WpHG disclosures, and more with a modular and flexible platform – in all languages, for all countries.
Open IT infrastructure
Our technology is based on a modern SOA, or Services Oriented Architecture. This gives us the ability to develop dynamic and flexible new solutions while providing you with a swift time-to-market.
