Enjoy consolidated data through our Porftolio Management System (PMS) or API engine.
We extract in all common bank data exchange formats (CSV, SWIFT, XML, etc.) with all connections securely processed through Microsoft Cloud.
We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
Your dedicated onboarding
team opens the connections to
your custodian banks.
We upload your portfolio data in the system from an Excel template.
We support migration of your entire CRM data at additional cost.
We provide the necessary
training online for all users of
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
Contact us with your question and we will get back to you as soon as possible.Contact Us