Case and process management
my Wealth - revolutionary wealth management
My Wealth app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings an engaging digital experience and holistic portfolio overview to the clients and helps them understanding the composition and historical progress of their portfolio.
Flurin Schenkel & Partner GmbH
We provide Swiss BIBs for structured products. Get your BIBs (Basisinformationsblatt) as comfortable as possible over our Web- API. We got the best coverage and deliver always the newest versions.
The finance industry’s most attractive credit-highway. atpoint.FINAP360 provides end-2-end support for the customer consultant in their preparation, through the customer consulting process, right until the submission of the credit application.
True Wealth AG
True Wealth digital wealth management solution is a robo advisor that can be integrated into a banks e-banking.
theScreener Investor Services AG
Portfolio Health Check Report Banklet
Direct access to online portfolio health check reports through Avaloq Web Banking.
Tax Source GmbH
Your partner for tax compliance of national and international private clients. We deliver country specific tax statements and reports.
Sentifi AG - Sentifi Widgets & API
Customisable solutions placed directly on any platform that provide contextual information.
CBOE Vest Technologies
Derivatives Strategy Platform
Plattform allows investors to build derivatives strategies in seconds setting risk and return parameters and monitoring performance
Qwil Messenger is a single persistent chat app for everyone, allowing clients of multiple firms to safely engage with their staff representatives within a branded space, fully controlled and coordinated by each firm.
A worldwide first way of telling the story of a retail client's portfolio performance
Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey.