Marketplace



















Enterprise Bot GmbH
Enterprise Bot – AI-Bot Solution
Enterprise Bot creates AI-powered chat- or voice-bots to provide enterprises with a 24/7 digital agent that improves customer experience and reduces operational costs by up to 40%. Our AI email-triage bots increase speed of response by over 80%.

Simplewealth AG
Wealth Manager Toolbox
Simplewealth enables asset managers to aggregate into a unique clean dataset the inputs from their custodians. Our tool understands the custodians' inputs and translates them into one simple view for the asset manager to work on.

eyevip AG
eyevip - events made simple
eyevip digitalizes your event invitation process. From professional customer events to internal employee events to seminars and workshops: Event organization becomes as easy as child's play.
If you don't see it just make it!
Build with API
Planar Investments Private Limited
GrowWealth
GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.

Planar Investments Private Limited
AdviseWealth
The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.

at-point ag
atpoint.FINAP360
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.

LPA - Lucht Probst Associates GmbH
LPADoc automation framework for documents, processes and data
LPADoc merges knowhow and technology, so that you can automate the creation of your processes and documents. It enables the automated creation of PIBs, KIDs and all documents around your individual products and related digital equivalent, i.e. explanatory and educational videos.

Dorsum
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.

JSEcoin Ltd
JSE SideChain API
API built for SHA256 hash submission and verification in the JSE public blockchain.

Imburse AG
Imburse - Universal Payments Connector
Imburse is a cloud-based "Payments as a Service" platform that allows companies to choose, implement and change payment technologies or payment service providers as easily as installing or uninstalling apps. We help reduce costs by 90%, increase process efficiencies and unlock new customer journeys.

YUKKA Lab
News Analyzer
Capture the mood of markets & discover topics that drive sentiment trends. YUKKA Lab developed a real-time currency for the sentiment of every company, index, industry and country based on proprietary Augmented Language Intelligence technology.

DeltaQuest AG
strukis.com
strukis.com offers an independent, end-to-end transparent multi-issuer platform, where customers can use self-explanatory functions to create their own products and negotiate directly with various providers.

KEYBOX Ltd.
Distributed data security vault
Keybox uses the power of blockchain to provide a highly secure, fully decentralised and fragmented enterprise data storage solution directly addressing the challenges of data breaches. Its permissioned smart contracts allow data owners to control and audit who can access, recombine and use the data.

SPitch AG
Voice-driven banking services
Banks of any size get clear-cut benefits from automating contact centres and making self-services easier for customers in all channels by deploying NLP/NLU-enabled chatbots, personal assistants and other speech tech tools united within the Spitch conversational platform.

CB Financial Services Ltd
CBFSIdent: Customer Identification Service
CB Financial Services AG (CBFS) has developed a system for online customer identification, interaction and the conclusion of contracts using "secure video streaming" as well as ‘online identification’ via Micropayment.

vlot Ltd.
Dynamic life risk analysis & coverage solution
vlot helps banks to be present in their clients’ relevant life events. Individuals/families get easy access to a holistic analysis of 1st & 2nd pillar risk benefits combined with a flexible life insurance to close existing income gaps.

Ortec Finance
OPAL Goal Based Management
OPAL is a software solution for financial institutions globally, providing goal-based financial planning models. This enables financial institutions to translate personal goals of their clients into an optimal financial plan and monitor these goals over time.

deriStrat AB
Investment Strategies Builder
Developed for professional and retail investors, it is fastest and easiest to use system for options strategies. Constructs trades, precisely fitting the investor’s risk-return profile and makes it easy for the client to understand risks and analyze their holdings performance.

Qwil Messenger
Qwil Messenger
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.

Flurin Schenkel & Partner GmbH
FACTSHEET-HUB.CH
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.

Adviscent
Interactive Advisor
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.

Wealthinitiative
Wealthinitiative V.3
The solution offers a (1) marketplace (creating synergies within the client base of private banks) as well as an (2) automated valuation tool giving mark-to-market price of non-finanical assets as well as a valuation history and performance.
Category
- Advisory
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- Investment Management
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