Our solution

100% Swiss solution

Design, development, hosting, service

Easy access and use solution

Access from your web browser, no installation required

Complete and adapted solution

Designed with External Asset Managers, for External Asset Managers

Tailor-made solution

Customizable to fit your management methods

Accessible solution

Consistent pricing for External Asset Managers

Our commitments

Meet Asset Managers requirements

Simplification of management, decision support

Meet Customers requirements

Accuracy, simplicity and transparency of information

Meet FINMA requirements

Risk analysis

Our functionalities

Performance analysis

• By security, asset class, portfolio
• Multi-bank consolidation
• Real time or historical

Risk analysis

• Risk reports in customizable templates
• Real-time alerts
• Risk controls before trading
  

Multi-criteria analysis of portfolios and transactions

• Multi-criteria views
• Consolidations
• Real time or historical

Trading management and back-office

• Purchases, sales
• Instructions builder
• Various transactions

Customer reporting

• Management report
• Account statements
• transactions list