Solution introduction

We offer our customers comprehensive support in handling complex product data

Our range of services includes manual product data capturing, quality assurance of product data and the creation of market statistics and reports

Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data in the structured product reference data interface Connexor®. Interfaces allow us to receive and process terms (IBT) after having passed comprehensive, multi-level quality assurance. On the other hand, we can automatically generate Connexor® compliant XML-terms from our manually captured or corrected data and feed them into IBT. This allows us to efficiently act as a service provider on behalf of the issuer.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.