Future-proof
Get the tools to future-proof your distribution
+40%
Higher ROI
Get more value for your marketing activities
+30%
Higher Revenues
Drive higher AUM and gain higher revenues
100%
Control
Gain 100% control over your distribution
Focus on your customers.
We'll handle the rest.
We provide complete solutions for mutual fund companies with a market-leading combination of technology and compliance so you can focus on your customers.
The Whole Picture
Your customers and staff 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
Keep track of your savers
Complete CRM
Build relationships
Post news and communicate with your savers
Compliant
We ensure you comply with relevant laws and regulations
Digital onboarding
Client knowledge & advisory documentation
Automatic alerts and reports
Market-Leading Technology.
Hard to Beat Price.
Customized for your business
Get Started
No fixed cost
What's included?
Unlimited number of administrators
Unlimited number of customers
Digital onboarding
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 customers the best
What's included?
Everything in Get Started
Fund depot
Life insurance
Extended CRM
Sales support
Portfolio management
Fee management
Sustainability
Secure customer dialogue
Your colors, your logo and font
Web application
Support for multiple languages
Full support
