Solution introduction

Wealth management solutions & connectivity services - ready to go!

Your key to the future of investment management

Ready-to-use portfolio management tool - fully pre-defined and operational portfolio management environment at very competitive rates. 

It particularly includes:

  • Complete CRM functionality - All functions related to the successful fulfillment of an asset manager's core business: professional service for the clients.
  • Full PMS, including asset consolidation & reconciliation - Integration and consolidation of up to 3 banks in the basic package.
  • The basic package includes 3 users and can be flexibly expanded in terms of functionalities and scope.

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