Solution designed for

WEALTH MANAGEMENT

Leverage a powerful and flexible platform to oversee the complexity of wealth management processes, increasing client wealth and becoming more profitable.

Digitalizing customer journey

Deliver an enjoyable client experience across multiple channels and devices throughout the entire customer life-cycle in an effective and seamless way.

Linietta

Holistic wealth
management CRM

Combine financial & personal data in one platform to efficiently and effectively manage your clients and be more effective in your day-to-day tasks.

Linietta

Future-proof
financial planning

Engage with your clients and deliver investment planning with a full spectrum of services like customer profiling, cash flow analysis, wealth projection, goals setting and what-if scenarios simulation.

Linietta

Delivering portfolio performance

Successfully execute investment decisions and deliver exceptional services to private and institutional clients with a holistic closed-loop operating models and easy access to accurate and reliable data.

Linietta

Automating securities
back-office

Optimize back-office operations reducing cost, risk and ensuring compliance. Maximize productivity via straight through workflows and seamless administration processes.

Linietta

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