Solution designed for


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.


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.


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.


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.


Automating securities

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


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