Strong focus on AML, MiFID II and FIDLEG. Content exclusively designed by Geissbühler Weber & Partner AG.
Compliance & Regulation
Multi-custodian portfolio management and consolidation with optional backoffice outsourcing.
Client on boarding and communication, investment proposal wizard, reporting, branded end-client portal, tablet client.
Fees calculation, invoicing, retrocessions, profitability analysis.
Fees & Profitability
Our outsourcing facilities are located in Switzerland. We are committed to deliver Swiss quality services.
Our processes are highly automated to guarantee the best efficiency, transparency and quality.
All processes are regulated by a clearly stated SLA.
Massimo Ferrari, CEO
Sven Müller, Backoffice
Manuela Vielmi, Business Analysis
Yuval Sharon, VP Engineering