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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.
Assentis
CCM Standard
The Standard module enables the creation of client reports with pre-defined content, such as transaction advices & portfolio statements.
Assetmax AG
Assetmax
Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulation.
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.
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.
purbleview
Empathy Suite
Real-time video consulting solutions for banks.
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.
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.
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.
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
Investsuite NV
StoryTeller
A worldwide first way of telling the story of a retail client's portfolio performance
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.
