1. Comprehensive modules
All the building blocks for the creation of a self-guided, advisor-guided investment advisory or Portfolio Management service.
2. Fast implementation
Using state-of-the-art technology, including an API-first approach and cloud, it is possible to combine modules with transparent integration both in the front (screens) as well as the back (data).
3. Global mutualization, local configuration
All modules have been designed to support multiple use cases, by allowing a local configuration for your specific workflow. The multi-tenant architecture allows for a secure separation of data.