A modular and flexible platform for the management of fully compliant investment advisory and sales processes, from customer profiling to portfolio optimization, investment proposal, pre-trade compliance, monitoring and reporting.
Add efficiency and peace-of-mind to your regulatory workflow with our audit-compliant investment advisory and document creation software.
Skip the line, talk to sales
and unlock the power of Digital Advisory & Compliance today.
Production Ready
In addition to meeting regulatory requirements, our advisory and compliance platform provides a consistent layout and design across all document types and transfers them into consistent structures. Create, distribute, retrieve, and archive investment proposals, SFDR, PRIIP, MiFID II, IDD, FinSA, WpHG disclosures, and more with a modular and flexible platform – in all languages, for all countries.
Open IT Infrastructure
Our technology is based on a modern SOA, or Services Oriented Architecture. This gives us the ability to develop dynamic and flexible new solutions while providing you with a swift time-to-market.
Benefits for Financial Service Providers
- Advanced portfolio analyses and optimization across all individual securities and asset classes
- Customer and recommendation management according to different business models
- Implementation of investment know-how and financial research
- Identification of advice and earnings potential
- Mass Customization thru Best fit – analysis
- Automated, on-demand generation of investment proposals, PRIIPs, KIDs, KIIDs PIBs, and other regulatory documents in PDF, XML and HTML format.
- Vector graphics for high-quality images and offset prints
- Flexible editor with reusable components, inheritance, and logic to create the perfect document
- Vendor and customer data feeds
- Integration of 3rd-party market data, reference data, and KID hubs
- Available in all languages
Investment Marketing & Fund ReportingESG Compliance ServicesDigital Advisory Services