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Oversee your entire portfolio from a feature-rich platform
Portfolio managers are increasingly reliant on technical solutions to cope with the growing complexity of their tasks. Our solution includes a feature-rich, centralized portfolio management module that allows users to oversee and manage all assets, open positions and associated risks in one place.
Sales Intelligence
Boost your performance with our AI-driven wealth ecosystem. Uncover selling opportunities in your client base and utilize existing relationship capital to attract new clients.
Portfolio Management for Asset Managers
Our vision is to revolutionize wealth management with data-driven products that leverage machine learning and GenAI. We empower wealth managers to solve complex problems around their clients financial life by providing insight, tools and products through a curated ecosystem.
Data-driven
We build data driven products leveraging the revolutionary power of the cloud, machine learning and genAI.
Service-oriented
Mid and back office services support and ensure flawless operations allowing you to focus on your core business.
Scalability-focused
We enable flexibility in integrating third party solutions to provide additional functionality and extendable to anything via APIs.
David Schneider
David Schneider
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Our vision is to revolutionize wealth management with data-driven products that leverage machine learning and GenAI. We empower wealth managers to solve complex problems.
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