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
![](https://testweb.mydesq.com/wp-content/uploads/2021/02/portal-bg-1.jpg)
![](/wp-content/uploads/2020/09/view-1.png)
![](/wp-content/uploads/2020/09/view-3.png)
![](/wp-content/uploads/2020/09/view-4.png)
![](/wp-content/uploads/2020/09/view-6.png)
![](/wp-content/uploads/2020/09/view-7.png)
![](/wp-content/uploads/2020/09/view-8.png)
![](/wp-content/uploads/2020/09/view-2.png)
![](/wp-content/uploads/2020/09/view-3.png)
![](/wp-content/uploads/2020/09/view-5.png)
![](/wp-content/uploads/2020/09/view-6.png)
![](/wp-content/uploads/2020/09/view-1.png)
![](/wp-content/uploads/2020/09/view-2.png)
![](/wp-content/uploads/2020/09/view-4.png)
![](/wp-content/uploads/2020/09/view-7.png)
![](/wp-content/uploads/2020/09/view-8.png)
![](/wp-content/uploads/2020/09/view-1.png)
![](/wp-content/uploads/2020/09/view-2.png)
![](/wp-content/uploads/2020/09/view-3.png)
![](/wp-content/uploads/2020/09/view-4.png)
![](/wp-content/uploads/2020/09/view-5.png)
![](/wp-content/uploads/2020/09/view-6.png)
![](/wp-content/uploads/2020/09/view-7.png)
![](/wp-content/uploads/2020/09/view-8.png)
![](/wp-content/uploads/2020/09/view-1.png)
![](/wp-content/uploads/2020/09/view-2.png)
![](/wp-content/uploads/2020/09/view-6.png)
![](/wp-content/uploads/2020/09/view-7.png)
![](/wp-content/uploads/2020/09/view-8.png)
client’s assets
Financial Investments
![](https://www.mydesq.com/wp-content/uploads/2021/02/Invest-1.png)
Cash Accounts
![](https://www.mydesq.com/wp-content/uploads/2023/12/Traded-Instruments-icon.png)
Traded Instruments
![](https://www.mydesq.com/wp-content/uploads/2023/12/Derivatives-Private-Debt.png)
Private Debt
![](https://www.mydesq.com/wp-content/uploads/2023/12/derivative.png)
Derivatives
![](https://www.mydesq.com/wp-content/uploads/2023/12/Contracts.png)
MM Contracts/Loans
Non-Financial assets
![](https://www.mydesq.com/wp-content/uploads/2023/12/Private-Equity.png)
Private Equity
![](https://www.mydesq.com/wp-content/uploads/2023/12/Vehicles.png)
Vehicles
![](https://www.mydesq.com/wp-content/uploads/2023/12/Collections.png)
Collections
![](https://www.mydesq.com/wp-content/uploads/2023/12/art.png)
Art
![](https://www.mydesq.com/wp-content/uploads/2023/12/Real-Estate.png)