Setting Best Practice Standards
Best practice based Tools to support professional practitioners, small and medium size financial intermediary and wealth management firms in an ever more stringent regulatory, compliance and complex investment environment with simple, easy to understand and well structured applications, benefitting from Swiss hosting, SSL certificates, data encryption from A to Z and exceptional password requirements
Cost Effective
Supporting your business development and boosting your productivity with a cost effective, process driven and ergonomically designed front and middle office platform at very competitive prices per license: one to six US Dollars per license and day depending on the products chosen and number of licenses purchased
On the Move
Tools designed to have your business essentials and communication capabilities at your fingertips, where and when needed, designed to fit the screen of your tablet, laptop as well as your desktop work station
Showing your Expertise
Screen and printout designs of reports generated according to your most demanding clients’ needs in a professional presentation standard