Avaloq.one marketplace
Avaloq.one marketplace
Browse our marketplace and find the right solutions for your needs
Featured fintech applications
Marketplace
ABAKA
AI platforms and digital solutions
Offering AI-powered technologies such as conversational chatbot AVA and intelligent nudges to improve the ways financial service providers engage with their clients and help them financially plan for the future.
InvestSuite
Storytelling portfolio performance to retail clients
Explain portfolio performance in an understandable way to retail investors. All relevant information is delivered based on storytelling principles and intuitive illustrations. StoryTeller can also support an investment advisor in his meetings with clients as well as free up time through automation.
Flybits
Personalized communications via mobile and more
Connect with clients more meaningfully through context-based, personalized content and services. Patent-protected AI and machine learning capabilities power Flybits’ platform, allowing teams to assemble data and improve experiences without deep technical capabilities.
Personetics
AI-Based Personalized Engagement Platform
Realize proactive engagement through analysing financial data in real-time, understanding individuals’ financial behaviours, anticipating their needs and acting on their behalf – turned into day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small businesses.
eyevip
Digital event invitation processing
Make inviting people to events simpler. Eyevip technology digitalizes your event invitation process through personalized invitations, digital guest lists, event reporting and more – from professional customer events to internal employee events, seminars and workshops.
NetGuardians
AI for banking fraud prevention
Proactively detect fraud before it happens with NetGuardians enterprise risk platform. Using advanced behavioural analytics and machine learning, it detects atypical actions and raises alerts or blocks a transaction in real-time.
Discover
Business Area

Metaco SA
Silo
SILO is a cryptocurrency custody platform designed specifically for banks and other financial institutions wanting to participate in this ecosystem.

ABAKA
ABAKA Artificial Financial Intelligence Platform
ABAKA is global leader in digital saving & retirement SaaS solutions, powered by AI. Our cloud technologies & modular apps enable financial institutions to power digital saving & retirement solutions delivering scalable & affordable advice on retirement, savings & investments to retail customers
If you don't see it just make it!
Build with API
Investsuite NV
StoryTeller
A worldwide first way of telling the story of a retail client's portfolio performance

Avaloq
Engage App
With the Avaloq Engage App, we address today’s client expectations by enabling our clients to stay present and relevant in their customers’ everyday life. The solution allows communication with clients to take place on customers’ preferred channels (e.g. instant messaging).

Adon Production AG
Evention Enterprise
Evention® is one of the leading industry solutions for digital event management. Users are primarily corporate customers who need a software for employee and customer events, shareholder events and press conferences, fairs and exhibitions, marketing and sponsoring events or seminars and workshops.

Flowable
Flowable
Flowable enables enterprises to automate a wide range of business processes: From information aggregation to the entire customer lifecycle management. The combination of the notation standards BPMN, CMMN, DMN make it possible to efficiently model business activities for perfect workflow management.

Lucht Probst Associates AG
Capmatix automation framework for documents, processes and data
Capmatix 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.

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.

Squirro AG
Squirro Institutional Asset Management Solution
Squirro provides Asset Managers with the right insights and recommendations at the right moment in the context of their work – automatically. Our Solution is the Smart Assistant for the financial services world.

Squirro AG
Squirro Investment Banking Solution
Squirro provides investment bankers with the right insights and recommendations at the right moment in the context of their work – automatically. Our Investment Banking Solution is the Smart Assistant for the financial services world.

Squirro AG
Squirro Sales Insights
Squirro provides Client Relationship Managers with the right insights and recommendations at the right moment in the context of their work – automatically. Squirro Sales Insights provides the right insights and recommendations at the right moment in the context of your work – automatically.

Squirro AG
Squirro Cognitive Search
Squirro’s Cognitive Search Application, powered by AI, delivers contextually aware information that is highly relevant to your search by understanding your intent and the patterns and relationships that exist within the data corpus. Search through all your Data with ease

Fragmos Chain
Blockchain solution for Derivatives post-trade
Fragmos Chain solves post-trade inefficiencies for Derivatives. It drives 50%+ post-trade cost reductions through the elimination of inconsistencies, redundancies and manual tasks such as reconciliations, confirmations or disputes.

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.

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.

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.

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.

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.

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.

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%.

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.

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.

Superflat SA
Superflat
Superflat is a blockchain based solution allowing enterprises to coordinate complex, multi party business processes including payments, assets transfers, negotiation and mediation with privacy and without putting any sensitive enterprise information on the blockchain

Actico GmbH
ACTICO Decision Management for the Avaloq Banking Suite; Model & Execute Rules
Avaloq and ACTICO have signed a software partnership. The result of the joint development is the Avaloq Business Rules Standard Adapter. It enables banks to load business rules which have been modeled in ACTICO Decision Management into the Avaloq Banking Suite and to execute them there.

Actico GmbH
ACTICO Compliance Suite: Compliance Management for Avaloq customers
Avaloq is expanding its existing partnership with ACTICO. The two companies have integrated the ACTICO Compliance Suite into Avaloq’s software solutions for banks and wealth managers. Avaloq’s clients can now use the new compliance offering as a standardized solution to prevent financial crime.

Flybits
Flybits
Flybits helps banks transform their apps and other digital channels from service offerings into personalised communication channels . Our mobile concierge enables a new stream of content within existing apps.

AlgoTrader AG
WIRESWARM BY ALGOTRADER
WIRESWARM, the advanced order- and execution management platform provides a single gateway for trading and execution of digital assets. It enables banks, brokers, OTC desks and market makers to seamlessly connect with the world’s most liquid and regulated digital asset trading and execution venues.

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.

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.

Delio
Delio Private Markets Technology Solution
The Delio platform digitises the entire private investment lifecycle, with deal origination, distribution, transaction and reporting being integrated seamlessly into one continuous workflow. Our white-labelled technology acts as the centralised hub for all your private markets activity.

Personetics
Personetics Engage
Proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs and acting on their behalf. We provide day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small business customers.

Evooq SA
Advisory application
Evooq’s advisory application is a digital platform that integrates all advisory services. It covers the whole client management and investment process, and enables customization at scale.

Evooq SA
Multi-issuer-platform for structured products
Evooq’s multi-issuer platform seamlessly connects investors and issuers of structured products. It is a fully automated solution that encompasses all steps of the process in a fast and efficient manner.

Investsuite NV
Robo Advisor
Robo Advisor is a best-in-class white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. It has 3 modules to be used together or individually that can be integrated via APIs & configured to launch your unique robo advisor program.

Assetmax AG
Assetmax
Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulation.

Futurae Technologies AG
Futurae Multi-factor Authentication + Transaction Signing Suite
The suite offers a full range of authentication and transaction signing for Web and Mobile Application that grant companies complete flexibility.

Bottomline Technologies
GTExchange
GTExchange allows banks and financial institutions to access multiple financial networks through a single window providing transparency.

Glory Global Solutions
Glory AdapterGlory Adapter Certified by Avaloq
Device Controller to enable connectivity between Avaloq Banking System and Glory’s Teller Cash Recyclers.

IAZI AG - CIFI SA
IAZI AG - CIFI SA
The Mortgage Operations module supports all relevant business processes to manage real securities (mortgage liens) and their realities.

IBM
Global Standard Adapters, Supported Industry Standards
Standard Adapter MQBridge to Websphere.

IBO
IBO Performance Watcher
The professional monitoring and reporting platform Performance Watcher allows to compare and track an unlimited number of portfolios.

omgeo
Global Standard Adapters
Functionality: CTM Post Trade Reconciliation.

ICE Data Services; Intercontinental Exchange
ICE Data Services
ICE Data Services provides a comprehensive range of market insights & information including pricing, analytics, indices and exchange data via secure connections.

AIM Software
GAIN Security Master
GAIN Security Master is a productized business application that centralizes and automates the acquisition and management of reference data and securities data across all asset classes.

IMPAQ AG
IMPAQ Adapter
Avaloq Adapter for the AML and Compliance Platform.

swissQuant
ImpaQt
ImpaQt allows for pre-trade portfolio risk suitability, enable on-going risk monitoring and automated investment proposals.

k&w software ag
K&W Software AG
Omni-channel platform for credit & mortgage advisory services for private clients and small and medium-sized enterprises.

AIM Software
GAIN Pricing Master
GAIN Portfolio Pricing is an award-winning Pricing Master solution dedicated to the management of multiple pricing policies.

Liferay
Liferay
Digital platform for intranets, extranets, public portals, websites and application integration.

AIM Software
GAIN Corporate Actions Master
GAIN Corporate Actions empowers investment management and global custodian firms to keep control over their corporate actions data.

Wüest + Partner
Mortgage Adivsory, Mortgage Operations
Hedonic valuation models for owner-occupied housing.

Sanostro AG
FX and Crypto Return Booster
FX and Crypto Return Booster: how banks can harvest opportunities in international portfolios

Monex AG
Multi Trade Ticket Interface
Tool for post trade processing and import of normalized trade tickets into Avaloq.

NCC Group
NCC Escrow
Escrow Protection Services to Avaloq Clients.

Wolter Kluwer Financial Services UK Ltd
OneSumX
The OneSumX suite provides capabilities to analyze, interpret and address their ever-changing global regulatory reporting and compliance obligations.

ti&m
Financial Calculator
ti&m offers a set of predefined Banklets™ to display information and provide basic financial planning calculators

Contovista AG
Personal Finance Management
Advanced account statement visualisations enable online banking clients to easily understand the dynamics of their account.

theScreener Investor Services AG
Portfolio Health Check Report Banklet
Direct access to online portfolio health check reports through Avaloq Web Banking.

Swisscom
e-Services
e-Services for Avaloq has been designed by COMIT, together with Ergon and Netcetera, as a lean solutions.

Prema GmbH
PREMA Multi Cashpro
The PREMA Multi Cashpro banknote recycler automates cash processes.

purbleview
Empathy Suite
Real-time video consulting solutions for banks.

cleversoft
PRIIP & MiFID II Document production for OTC Manufacturers
The cleversoft OTC PRIIP Generator allows you to produce regulatory compliant PRIIP KIDs and Cost & Charges documents for OTC products directly from Avaloq.

Crealogix
EBICS Server
CREALOGIX EBICS Server is an open platform for fast and secure data exchange between financial institutions and their clients by means of the common EBICS or Intersystem protocols.

Factset UK Ltd.
PrimeRDDS
FactSet Digital Solutions provides digital investment solutions for retail and private banking, wealth management, online brokerage and advisory.

Quovadis Trustlink Schweiz AG
PrimoSign Engine
PrimoSign Engine – Digitization of your signature processes. Enables new sales channels like Digital Onboarding, efficiency gains and significant cost savings! www.digitalonboarding.ch Digital. Secure. Legally valid. Simple.

Confinale AG
Reclaimer
Reclaimer enables banks to provide an effective withholding tax service to their clients.

True Wealth AG
True Wealth
True Wealth digital wealth management solution is a robo advisor that can be integrated into a banks e-banking.

SIX Financial Information AG
PRIIP Service
OTC PRIIP KIDs and MiFIDII documents.

Credit Suisse AG
Product Risk Classification (PRC)
Market Risk Mgmt and Wealth Adivsory risk classification.

Deutsche Börse AG
Regulatory Reporting, Reporting Engine
With the Regulatory Reporting Hub, Deutsche Börse has bundled its comprehensive reporting solutions on one platform.

Sanostro AG
Sanostro
Sanostro is an institutional platform for quantitative investment intelligence.

euroclear
SBI (Sociétés de Bourse Intermédiaire)
Euroclear settles domestic and international securities transactions, covering bonds, equities, derivatives and investment funds.

cleversoft
docRepository
PRIIP & MiFID II documents for OTC. OTC Generator allows you to produce regulatory compliant PRIIP KIDs and MiFID Cost & Charges.

Crealogix
Digital BankingSaaS pushTan Authentication
SaaS pushTan Authentication is a push notification-based authentication solution for digital banking.

Crealogix
Digital Banking Hub
The CREALOGIX Digital Banking Hub is an innovative, API-based architecture for open banking, allowing a seamless integration with all systems

PMC Informatik AG
dg hyparchive (DMS)
dg hyparchive is an archive / DMS solution for all documents of the Avaloq Banking System as well as its third-party systems.

CBOE Vest Technologies
Derivatives Strategy Platform
Plattform allows investors to build derivatives strategies in seconds setting risk and return parameters and monitoring performance

DSwiss AG
SecureSafe
DSwiss AG is a worldwide leading provider of highly secure digital services.

RedHat Switzerland
Data Migration Services
Various technologies for middleware and OS, as well as RH Linux, MQ and various cloud solutions.

Liquidnet Europe Ltd
Securities Trading
At Liquidnet, our network directly connects like-minded investors who invest and trade in large size.

Sentifi AG
Sentifi AG - Sentifi Widgets & API
Customisable solutions placed directly on any platform that provide contextual information.

crowdhouse.ch
crowdhouse
The crowdhouse offering is clever online solution that allows anyone to become a co-owner of a Swiss property.

SIX Financial Information AG
SIX Digital Banking Widget
SIX Digital Banking Widget

RSN Risk Solution Network AG
CreditMaster
Software for analyzing financial statements and calculating customer ratings and risk-adjusted credit terms.

SIX Financial Information AG
SIX Market and Reference Data
Consistent, high-quality and complete reference and market data from SIX fed directly into the Avaloq Banking System.

SIX Financial Information AG
SIX Regulatory Documents
A one-stop solution to quickly and easily generate and distribute compliant PRIIP-KIDs as part of the Avaloq Advisory and MiFID Module.

SIX Terravis AG
Credit Operations
Six Terravis allows electronic commercial transactions to be carried out between institutional subjects (banks, insurance companies, pension institutions, surveyors and large customers), notaries and authorities (land register and commercial register offices).

SIX Financial Information AG
Six Standard Adapters
apiD multi-usage delivery platform for all types of financial information.

ZEK (Zentralstelle für Kreditinformationen)
Country-Specific Standard Adapters, Risk Limit Mgmt.
Country-Specific Standard Adapters, Risk Limit Mgmt.

Oraise Schweiz AG
SnapFlux with Adapter for Avaloq
Solution that enables fully redundant integration of the Avaloq Banking Suite.

Countly
Countly Enterprise Edition
Countly is an enterprise-grade, on-premise product analytics, marketig and user experience solution, focusing on fintech, banking, insurance and healthcare companies.

SWEAG Escrow
SWEAG Escrow
Software escrow is the deposit for safekeeping of software source codes, preferably together with their development documents.

Bucher + Suter AG
Contact Centre
Contact Centre enables the integration of a Cisco-based contact center in the Avaloq Banking System.

Swiss Bankers Prepaid Services AG
Swiss ODS Adapter
Pre-Paid Card Services ODS (Order Direct System).

Financial Software Ltd (FSL)
CGiX
The market leading capital gains calculation and investment tax management product. Used by financial institutions to provide high-quality tax planning and reporting to their customers.

targit GmbH
tAMA
tAMA allows banks to automate their clearing processes for interest rate derivatives and ensure full compliance with the new EMIR requirements.

Assentis
CCM Standard
The Standard module enables the creation of client reports with pre-defined content, such as transaction advices & portfolio statements.

Assentis
CCM Presentation
The presentation module is a simple-to-use, web-based interface to generate and share presentations with pre-approved content and design.

Tax Source GmbH
TaxSource GmbH
Your partner for tax compliance of national and international private clients. We deliver country specific tax statements and reports.

euroclear
The CREST system
Euroclear UK & Ireland is the Central Securities Depository (CSD) of the United Kingdom, Ireland, Jersey, Guernsey and the Isle of Man.

Assentis
CCM Interactive
The Interactive module enables business to create and edit a document in real time on their devices, seamlessly integrating it into business processes.

Thomson Reuters
Thomson Reuters Digital Solutions Widget
It offers tools and capabilities that display and manage cross-asset financial market data, news and analytics.

zeb
Avaloq's MIS - powered by zeb
Avaloq's MIS - powered by zeb - is a 100% technically integrated solution and allows banks to get a proven controlling functionality to help optimize their profitabilty.

CETREL SA
Tools for legal & fund reporting
Market standards for banks in Luxembourg.

Oracle
Avaloq OTI
Oracle provides the underlying bank critical database technology for the Avaloq Banking Suite, enabling stability, scalability and data consistency.

D+H Switzerland GmbH
Total Messaging & Total Screening
Total Messaging provides a service-independent financial messaging hub with automated & manual workflow control for conversion & reconciliation.

Automic Software AG
Automic Agent for Avaloq
The Automic Agent for Avaloq allows the activation/start, management, coordination and monitoring of Avaloq internal jobs.

Crealogix
ATM Server
CREALOGIX ATM Server ensures rapid and convenient withdrawal of cash from as well as a fast and secure data exchange between the bank and ATMs.

BearingPoint
Asset Based Solutions
Integrated platforms for 360° reporting, risk calculation, and controlling regulatory KPIs.

tts Talent Management Consulting GmbH
tt performance suite
The Electronic Performance Support System by tts allows fully contextual user support and learning for almost any desktop and web-based application.

IMPAQ AG
AML and Compliance Platform
kdprevent™ is a AML and compliance platform to address all the compliance issues like AML, fraud, reputational risk, terror financing.

FIS (Switzerland) SA
Ambit Focus
Ambit Focus IFRS 9 helps you assess its impact on your balance sheet, profits and losses and quantify the effects of modified risk parameters.

UnaVista
UnaVista Regulatory Hub
UnaVista offers regulatory reporting to help firms become more efficient and reduce operational and regulatory risk.

Diebold Nixdorf AG
AKT / ATM Machines
Cash terminals communicate and generate orders on the Avaloq Banking System server.

Vasco Data Security
Vasco Data SecurityDIGIPASS® for Apps
An all-in-one developer’s toolkit designed to improve security and user convenience across your mobile application ecosystem.

Ergon
Airlock Suite
Central application security and access management to protect the digital bank. Cost efficient, fast and reliable.

WM Datenservice
WM Datenservice
WM delivers static/corporate action and MiFID data for more than 2,5 Mio. German and intern. instruments. This would cover too the special German tax data.

Netguardians
AI for banking fraud prevention
NG|Screener is an AI platform made for banks to proactively prevent fraud.

Actico GmbH
ACTICO Decision Management
Features intuitive graphical business rules and decision management for Avaloq Business Rules Engine and Standard Adapter.

OneWealthPlace
AirWealth: The augmented CRM and Client Portal for Wealth Managers
AirWealth is the NextGen CRM and client portal dedicated to Wealth Managers. Thanks to data analytics and a modern user interface, the RM increases its sales effectiveness and operational efficiency while staying compliant. The Client Portal offers digital reporting and interactions capabilities.

ABAKA
ABAKA Content & Analytics
Not every customer you have will engage with you in the same way. That’s why we provide ongoing customer engagement through personalised content and smart analytics, allowing you to tailor your approach.

ABAKA
ABAKA Financial Engine
Essential to Artificial Financial Intelligence™ are the financial recommendations themselves.

ABAKA
ABAKA Data Aggregation (Open Banking, Retirement, Savings)
Use ABAKA’s Open Retirement, Open Savings and Open Banking technology to simply and seamlessly aggregate your clients' externally held accounts

ABAKA
ABAKA Intelligent Nudges
Hyper-personalized engagement is an essential part of customer acquisition & retention. Intelligent Nudges provides that, employing machine learning across big data to deliver hyper-personalisation engagement.

ABAKA
ABAKA Conversational AI & Chatbot
Enterprise level conversational artificial intelligence/natural language processing with deep domain-specific knowledge on retirement, savings & investments.

Blocksize Capital GmbH
Blocksize CORE - Digital Assets Brokerage
Blocksize Core™ is a modular one-stop platform which provides the trading infrastructure for digital assets. The integration of data from all major exchanges allows for unique insights into crypto markets as well as an efficient order placement, best execution and automated settlement.

Investsuite NV
Portfolio Optimizer
Next-generation quant tools that provide cost-effective solutions for more efficient portfolio management

at-point ag
atpoint.TVE
Boost your conversion rate with atpointTVE, the top solution for digital appointments. It will be integrated directly into your prospects pipeline and enables clients or prospects to make an appointment with your consultants in a few clicks.

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

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.

Investsuite NV
Self Investor
White label front-to-middleware online trading platform to retain, attract and win-back self-directed investors. Give back control and enhance your clients' experience of self-investing. SelfInvestor includes education, inspiration and social features to increase interaction and client satisfaction.

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.

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.

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.

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.