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.

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.

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

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.

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

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.

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.

The Crypto Finance Storage Solution enables financial institutions to securely store and manage digital assets for themselves and their clients.

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

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.