• Turn Investment Compliant and Relevant

    Turn Investment Compliant and Relevant

    Enforcing compliance, engaging with clients, and motivating
    sales forces powered by predictive analytics and machine learning.

    Request a Demo

  • Close more Deals with Predictive Sales

    Close more Deals with Predictive Sales

    Increase your close rate by knowing which investor is most likley to trade.

    Request a Demo

  • Deliver a Compliant Investment Experience

    Deliver a Compliant Investment Experience

    Enforcing compliance, engaging with clients, and motivating
    sales forces powered by predictive analytics and machine learning.

    Request a Demo

1st Swiss Automate for Wealth Management Institutions

1st Swiss Automate for Wealth Management Institutions

  • 1. GATHER YOUR CLIENTS PREFERENCES
    We facilitate goals, tolerance for risk and investment objectives recording.

  • 2. WE DO THE HARD WORK
    We build you a fully compliant and relevant investment portfolio.

  • 3. GET PEACE OF MIND
    We constantly monitor and rebalance your portfolio.

  • 4. USE YOUR BRAND LAYOUTS
    We help you publish up to date and convincing proposals.

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So what does that mean for you?

So what does that mean for you?

We provide you and your clients with the most convincing investing experience:


  • • Fully Automated Portfolio Rebalancing
  • • Compliance MiFID II & Cross Border enforcements
  • • Access to global securities quotes and news
  • • Multi-custodian Aggregation
  • • Frictionless integration with your brand layouts

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Video Tour

Our Pricings

Per user, per month when paid annually.

Individual

69.- CHF/m

  • One Investment Profile
  • Market Quotes and News wires Worldwide
  • Smart Alerts
  • Strategy Tutor

Details

Professional

869.-CHF/m

  • Unlimited Profiles
  • Securities Compliance Lists
  • White Label Investment Proposals
  • Call Report Dashboard
  • Automated Rebalancing
  • Proactive Suggestion

Details

Enterprise

On demand

  • 10+ users
  • CRM Integration
  • Built-in Account Aggregation
  • Client-Facing On-boarding Experience
  • Built-In Tax-Loss Harvesting

Details

THE ALL-IN-ONE INVESTMENT PLATFORM

Watch discretionary mandates, advisory or direct trading access proposals we can build for you.

Request Demo

As seen in...

Agefi
PME
Bilan
SalesTech tools for Wealth
Private Banking Artificial	Intelligence
Le Temps