Description

Portfolio Management System for every Asset Manager

- The complete package for asset management
- Online-access allows for location independence
- Client onboarding process
- 100% Swiss development and data hosting

The complete package for asset management

With the Portfolio Management System you have the possibility to simultaneously manage assets from various portfolios spread across multiple banks. It provides a consolidated view and performance calculation of all security portfolios and accounts. The complete set of relevant data is automatically feed into the system through the respective financial body. A document archive acts as a safe haven for all your sensitive data, be it client-relevant information, reports, personal documents, emails and more. Furthermore you are able to send market orders for multiple portfolios and clients through the system which are then automatically transmitted to the appropriate bank.

Online-access allows for location independence

The Portfolio Management System is engineered to be accessed through the internet. Not requiring to be installed on a single physical location but being offered online provides you with access wherever you are. As a result, reaction time and support is much quicker and allows us to address issues with higher quality and speed.

Client onboarding process

The CRM system is a collection of a state of the art toolset which acts as a guidance throughout the client onboarding process. The administration and preparation of tailor-made document sets allows you to ready individual legal documentation for your client. This provides the possibility to compile a complete contract set on-the-fly, ready to be digitally signed by your client.
Furthermore, a shared, customizable todo-list for each client provides historical tracking of activities and even informs you of updates made by team members through smart notifications. Risk evaluation and investment profile determination is also tightly integrated and adds confidence in legal matters when it comes to investing clients assets.

100% Swiss development and data hosting

The software suite, in its entirety, is produced and hosted in Switzerland. This means that all your data – including everything stashed in the document archive – is stored safely in Switzerland acting as a safe haven and never crosses any borders. A Swiss headquarters furthermore enhances our reaction time and amplifies our daily quality support and fast issue control.

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