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#1 Portfolio Management for built for ESG

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Fast deployment
Automation for DPM and Advisory
Swiss hosting or on your premise
Integrations with you core banking

A Better Way
to Automate
Deployment

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Goals

Get an overview of your ESG progress and performance against goals

Carbon

Monitor and report on your carbon footprint

AI analyze

Analyse the impact of your investments on people and planet and power your analysis with predictive AI

Try the Future of AI
From Start to End

Integrate powerful tools and connect them wiht your core banking solution or brokerage feed.

Powerful portfolio management tool

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Connect the PMS to the CRM and investors preferences

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Track and report breaches

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Swiss hosting or on your premise

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