Create individual Investment Reportings
Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting...
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.
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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.
Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting...
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...
2 years ago, the enthusiasm about Robo Advisor was at its peak. The initial hype was fueled by analyses predicting that the global market for Robo...
In the last years over 20 Robo Advisors entered the European Market. Most of them, with purely digital advice based on investment algorithms. End of...
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...
Facebook announced that it’s planning to launch a dating service for its users, and shares of Match.com sell-off around 25% in...
Innovations require infrastructure. Transportation services need streets. Software innovations need devices. Uber...