"More than advice, it's the whole package"
- Family Office client
Focus on your clients.
We'll handle the rest.
We provide comprehensive solutions for securities companies, insurance brokers, and mutual fund companies. We offer a market-leading combination of technology and compliance so you can focus on your clients. The days of navigating multiple systems are over.
The Whole Picture
Your clients, advisors, and administrators log into the same system.
Everything in one place
Decide who gets to see what
Secure with BankID
Trading & Custody
With us, you can offer trading in various instruments
Depot
Funds and ETFs
Life insurance and pension insurance
Save Time
Never enter the same data twice, more time for your clients
Complete CRM
Reuse data in your processes
Automatic rebalancing & model portfolios
Compliant
We ensure you comply with relevant laws and regulations
Digital onboarding
Client knowledge & advisory documentation
Automatic alerts and reports
Future-proof
Combine personal meetings with digital technology.
40%
Lower Costs
Reduce your operational costs with automations
20%
Increased Revenues
Increase your revenues with sales support that generates higher AUM
100%
Faster Onboarding
Onboard new clients twice as fast and free up more time.
Integrated Custody Service
Custody Service
The days of reading in data from multiple custody institutions are over. Our partner Evida delivers fully integrated custody services, trading of financial instruments, the possibility of becoming a tied agent, and much more. Together, we offer a complete solution for you and your clients.
Solutions
Solutions for advisors, brokers, and mutual fund companies.
