OMNIUM is the financial advisory software that sets new standards in intuitive digital multi-channel advisory for self, face-to-face and expert advice. The key modules cover intial advisory, mortgage, wealth management, pension provision, pension/life planning, and tax.

A worldwide first way of telling the story of a retail client's portfolio performance

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.

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.

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.

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.

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.

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.

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.

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