Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!
Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.
From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.
Transaction Ordering. Contact us for more information.
From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.