Portfolio Management System for all asset managers
- The total solution for asset management
- System independence thanks to Internet browser-based technology
- Cover the customer onboarding process
- 100% developed and maintained in Switzerland
The total solution for asset management
The Portfolio Management System allows you to manage assets across multiple portfolios across multiple banks simultaneously. You get a consolidated view and a performance calculation of all security portfolios and accounts. All relevant data is automatically imported into the system by the relevant financial institution. A document archive provides a secure warehouse for all customer-relevant data, reports, documents and emails. You can also forward stock exchange orders to the bank directly in the system.
System independence thanks to Internet browser-based technology
The Portfolio Management System is 100% online. The end user accesses directly through his internet browser. This allows access from virtually anywhere and from all Internet-enabled devices. Furthermore, it allows us to easily provide new features and support you.
Cover of the customer onboarding process
With our CRM you get adapted to today's market demands software which guides you through the onboarding process of new customers. By administrating various document sets, you can generate and print a complete contract sheet during a customer call for background recording.
A pendingence list with notification system allows you to always be informed about the current status. The dynamic loading of questionnaires for the evaluation of the risk and investment profile allows a simple adaptation of the requirements.
100% developed and maintained in Switzerland
The asset management software is produced entirely in Switzerland. Your entire data - including the document archive - is stored safely in Switzerland and does not leave it. A Swiss headquarters allows us a fast reaction time and daily presence, so we can respond best to individual needs and requirements.