We adapt your organization
In view of your current situation we propose a new organization to comply with regulatory requirements. For this purpose, we provide you with an internal documentation set as required.

We implement an all-in-1 System
We implement Wize and customize it for you, including the connection with custodian banks. As an all-in-one system designed for EAMs, Wize covers all your activities.

We manage your operations
We ensure the update and quality of the data contained in your system by carrying out all the administrative tasks that your business requires with focus on information quality. 

We ensure your compliance
We take care of your compliance-related tasks. From setting up processes to configuring Wize, we monitor your compliance at all times and carry out all the checks required by law.

We provide modern tools to your clients
Optionally we provide an e-banking access for your customers in line with your branding.

You remain independent
Our entire offer allows you to relieve yourself of time-consuming administrative tasks, allowing you to concentrate on your core business and your clients while fully preserving your independence.