It is a single, integrated platform, relying on a single database, from Front to back and across all asset class, giving them the tools they need to make better and smarter investment decisions
SOLIAM provides you with a single Core Solution for real-time overview of your investments
A single core solution for real-time overview of the client’s investments
A Multi-Custodian and Multi-Account keeping software enabling a comprehensive front-to-middle process management, for wealth managers, private bankers and family offices
A unique turnkey solution for position-keeping and financial decisions, dedicated to wealth management specific needs: advisory and/or discretionary processes, fiscal allowances (life insurance, equity savings plans, securities accounts etc.), wide selection of financial instruments (UCITS, derivatives, active Equities etc.)
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