An Obvious Investment
Get the best customer experience in the market and more time for other things
200%
Faster Onboarding
Onboard new clients twice as fast and free up more time
40%
Lower Costs
Reduce your operational costs with automation
20%
Increased Revenue
Increase your revenues with sales support that generates higher AUM
Focus on your clients.
We'll handle the rest.
We provide complete solutions for financial advisors. With us, you get a modern system where everything is collected in one place.
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 make sure you comply with relevant laws and regulations
Digital onboarding
Client knowledge & advisory documentation
Automatic alerts and reports
Market-Leading Technology.
Hard to Beat Price.
Try for free.
Get Started
Try completely free
What's included?
2 advisors
2 clients
Digital onboarding
Advisory module
Simple CRM
PEP screening
Sanctions screening
Depot
Fund trading with fund platform
Order placement
AML control
MIFID2
Limited support
Popular
The Whole Package
For those who want to give themselves and their clients the best
What's included?
Everything in Get Started
Unlimited number of clients
Unlimited number of advisors
Fund depot
Life insurance
Extended CRM
Sales support
Life planning
Simulation
Automatic rebalancing
Portfolio management
Fee management
Sustainability
Ongoing monitoring of the client's risk level
Built-in signing service
Secure client dialogue
Open Banking (PSD2)
Your colors, your logo and font
Web application
Custody service
Support for multiple languages
Full support
