Excite customers with customer-centric digital banking solutions
Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!
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.
Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!
The relationship between financial advisors and their clients is builton trust.The levels ofthis trust and reliabilityareoften formed over an...
In a world where technology is ever-changing and regulationsever-increasing, human advice is costly, ineffective, and risky. Robo-Advice, on the...
How PSD2 and Open Banking will change our view and ease of wealth aggregation and how banks can use it to their advantage.
The digitization of the financial industry often progresses only cumbersome. Great successes or changes usually come from the emerging challengers or...
Did you know that we reached the “Multi Banking Era”? Since this year, the Revised Payment Services Directive (short PSD2) is in place. PSD2 allows...
Did you know that we reached the “Multi Banking Era”? Since this year, the Revised Payment Services Directive (short PSD2) is in place. PSD2 allows...