Solution designed for


Leverage digital technology to preserve, manage and grow private client wealth, streamlining customer relationship and delivering tailored investment solutions.

Maximizing client relationship

Improve collaboration with your clients to deepen their needs, speed-up interaction and enable service access in the most simple, natural and context-aware way.


Automating tailored investment advisory

Digitalize investment advice to deliver tailored investment proposals according to clients’ needs, risk profile and regulatory requirements.


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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