Our services

Contact management
We track your relationships and contacts.
Management of assets
We allow the day to day management of assets by providing indicators.
Tax reporting
We support tax reporting for some large jurisdictions.
Accounting
We simplify the process of invoicing clients, banks and third parties.
Liquidity management
We provide all necessary analytics to manage efficiently liquidity.

I want to be able to do everything simply on my mobile

I want to be able to do everything simply on my mobile

I want to be able to do everything simply on my mobile

I want to be able to do everything simply on my mobile

I want to be able to do everything simply on my mobile

EVOLVING
Our solution to support you gaining efficiency and effectiveness.

We support all kind of instruments & services
We use the latest API based architecture
We are agnostic to core banking technology
We have gained a strong expertise in wealth management support

Built on the core of a PMS, CRM and Family Office Solution which enables you to push any underlying functionality to the end-user
Native apps for each platform
Same backbone for all channels (internal, institutional, clients) which makes possible for all to benefit from the most advanced features

You easily define the views and skins that are configurable
You may integrate all of your preferred 3rd party plug-ins if and as required
You control the user experience from an end to end perspective
You count on a partner who can support you technologically

Tablet
Mobile

client’s assets

Financial Investments

Cash Accounts

Traded Instruments

Private Debt

Derivatives

MM Contracts/Loans

Non-Financial assets

Private Equity

Vehicles

Collections

Art

Real Estate