Who we are_
We are experts in Wealth Management Solutions creating and implementing high added value solutions in more than 70 national and international financial entities over the last 15 years. Our clients are retail banking, private banking, independent financial advisors, family offices, securities houses and insurance companies.
We are your technological partner that facilitates the process for attracting, advising and retaining your customers by adapting to your business needs and to regulatory compliance.
Our focus on innovation and our large experience allows us to offer global and flexible financial solutions that allows a co-ordinated implementation of the company strategy:
from advised and/or discretionary portfolio management to relationship management with the clients of these portfolios.
Our clients range from retail banking, private banking, and independent financial advisers to companies, brokers and broker-dealers, insurance companies and Managers of Pension Funds and Investment Funds.
What we offer_
Experience: Our main asset is our team of experts: a highly respected and top-level team in the financial sector working on successful, international e-finance, private banking and family office projects which combined with a robust technological model allows us to design and implement solutions that respond to the most demanding requirements of our national and international customers.
This is our world-class solution, a modular and customisable platform for highly-demanding environments such as banks, insurance companies, asset management companies and securities houses which is integrated into the back office systems of each entity. A robust and scalable management solution, combined with a specialised added value consultancy and tailor-made implementation for each entity.
Designed for dynamic environments where growth, efficiency and effectiveness are key to clients’ portfolio management. All the flexibility of a solution developed by experts for experts.
This is our most plain solution, practical and straightforward. A solution providing the essential functions to carry out financial advisory tasks and which continually complies with and adapts to the benchmark regulatory framework (MiFID II). All the simplicity necessary in a tool kit to automate processes, make agile investment proposals and, in conclusion, offer independent advisors efficient interaction and a comprehensive overview for providing sales advice.